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

Asset Dedication LLC increased its stake in Schwab US Large-Cap ETF (NYSEARCA:SCHX) by 30.9% in the fourth quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 401,496 shares of the company’s stock after purchasing an additional 94,892 shares during the period. Schwab US Large-Cap ETF accounts for about 0.7% of Asset Dedication LLC’s portfolio, making the stock its 22nd largest position. Asset Dedication LLC owned about 0.06% of Schwab US Large-Cap ETF worth $9,307,000 as of its most recent filing with the Securities & Exchange Commission.

Other institutional investors also recently bought and sold shares of the company. Concourse Financial Group Securities Inc. raised its position in Schwab US Large-Cap ETF by 224.3% during the 3rd quarter. Concourse Financial Group Securities Inc. now owns 373 shares of the company’s stock worth $25,000 after buying an additional 258 shares during the last quarter. Versant Capital Management Inc raised its position in Schwab US Large-Cap ETF by 201.0% during the 4th quarter. Versant Capital Management Inc now owns 1,261 shares of the company’s stock worth $29,000 after buying an additional 842 shares during the last quarter. IFS Advisors LLC purchased a new position in Schwab US Large-Cap ETF during the 4th quarter worth approximately $30,000. Brooklyn Investment Group purchased a new position in Schwab US Large-Cap ETF during the 4th quarter worth approximately $32,000. Finally, Rise Advisors LLC raised its position in Schwab US Large-Cap ETF by 459.5% during the 4th quarter. Rise Advisors LLC now owns 1,410 shares of the company’s stock worth $33,000 after buying an additional 1,158 shares during the last quarter.

Schwab US Large-Cap ETF Trading Up 0.8 %

SCHX opened at $23.98 on Wednesday. Schwab US Large-Cap ETF has a 12-month low of $19.08 and a 12-month high of $24.23. The firm has a market capitalization of $15.63 billion, a PE ratio of 26.53 and a beta of 1.02. The firm has a 50 day moving average of $23.65 and a two-hundred day moving average of $22.74.

Schwab US Large-Cap ETF Company Profile

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.