Schwab US Large-Cap ETF (NYSEARCA:SCHX) Shares Acquired by Asset Dedication LLC

Asset Dedication LLC lifted its stake in shares of Schwab US Large-Cap ETF (NYSEARCA:SCHXGet Rating) by 91.3% in the first quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 371,199 shares of the company’s stock after buying an additional 177,209 shares during the quarter. Schwab US Large-Cap ETF makes up approximately 2.2% of Asset Dedication LLC’s portfolio, making the stock its 9th biggest position. Asset Dedication LLC owned 0.06% of Schwab US Large-Cap ETF worth $20,003,000 at the end of the most recent reporting period.

Other institutional investors also recently made changes to their positions in the company. SBK Financial Inc. acquired a new position in shares of Schwab US Large-Cap ETF during the fourth quarter worth about $27,000. SRS Capital Advisors Inc. boosted its holdings in Schwab US Large-Cap ETF by 104.7% in the fourth quarter. SRS Capital Advisors Inc. now owns 262 shares of the company’s stock valued at $30,000 after purchasing an additional 134 shares in the last quarter. Cornerstone Advisory LLC acquired a new position in Schwab US Large-Cap ETF in the fourth quarter valued at approximately $32,000. TimeScale Financial Inc. boosted its holdings in Schwab US Large-Cap ETF by 65.5% in the fourth quarter. TimeScale Financial Inc. now owns 283 shares of the company’s stock valued at $32,000 after purchasing an additional 112 shares in the last quarter. Finally, Rinkey Investments acquired a new position in Schwab US Large-Cap ETF in the fourth quarter valued at approximately $38,000.

Shares of SCHX opened at $45.12 on Friday. The stock has a 50 day moving average price of $47.19 and a 200 day moving average price of $51.32. Schwab US Large-Cap ETF has a 52-week low of $43.02 and a 52-week high of $57.49.

Schwab US Large-Cap ETF Profile (Get Rating)

Schwab U.S. Large-Cap ETF (the Fund) goal is to track the total return of the Dow Jones U.S. Large-Cap Total Stock Market Index (the Index). The Fund’s index includes the large-cap portion of the Dow Jones U.S. Total Stock Market Index available to investors in the marketplace. The Dow Jones U.S. Large-Cap Total Stock Market Index includes the components ranked 1-750 by full market capitalization.

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Institutional Ownership by Quarter for Schwab US Large-Cap ETF (NYSEARCA:SCHX)

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