Schwab US Large-Cap ETF $SCHX Shares Sold by Asset Dedication LLC

Asset Dedication LLC lowered its holdings in shares of Schwab US Large-Cap ETF (NYSEARCA:SCHX) by 12.4% in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 355,323 shares of the company’s stock after selling 50,513 shares during the period. Schwab US Large-Cap ETF accounts for 0.6% of Asset Dedication LLC’s investment portfolio, making the stock its 24th largest holding. Asset Dedication LLC’s holdings in Schwab US Large-Cap ETF were worth $9,562,000 as of its most recent SEC filing.

Several other hedge funds also recently made changes to their positions in the company. Fortis Capital Advisors LLC increased its holdings in shares of Schwab US Large-Cap ETF by 4.0% in the 3rd quarter. Fortis Capital Advisors LLC now owns 1,370,889 shares of the company’s stock valued at $36,109,000 after purchasing an additional 53,242 shares in the last quarter. GEN Financial Management INC. increased its holdings in shares of Schwab US Large-Cap ETF by 24.5% in the 4th quarter. GEN Financial Management INC. now owns 895,830 shares of the company’s stock valued at $24,107,000 after purchasing an additional 176,498 shares in the last quarter. Charles Schwab Trust Co increased its holdings in shares of Schwab US Large-Cap ETF by 6.9% in the 3rd quarter. Charles Schwab Trust Co now owns 4,164,209 shares of the company’s stock valued at $109,685,000 after purchasing an additional 268,464 shares in the last quarter. Empirical Financial Services LLC d.b.a. Empirical Wealth Management increased its holdings in shares of Schwab US Large-Cap ETF by 5.1% in the 4th quarter. Empirical Financial Services LLC d.b.a. Empirical Wealth Management now owns 1,130,533 shares of the company’s stock valued at $30,423,000 after purchasing an additional 55,088 shares in the last quarter. Finally, Cynosure Group LLC increased its holdings in shares of Schwab US Large-Cap ETF by 45.9% in the 3rd quarter. Cynosure Group LLC now owns 272,968 shares of the company’s stock valued at $7,190,000 after purchasing an additional 85,919 shares in the last quarter.

Schwab US Large-Cap ETF Stock Up 1.2%

Shares of SCHX opened at $27.99 on Friday. The company has a 50-day simple moving average of $26.59 and a 200-day simple moving average of $26.77. The company has a market capitalization of $67.28 billion, a PE ratio of 25.66 and a beta of 1.01. Schwab US Large-Cap ETF has a 52-week low of $20.07 and a 52-week high of $28.09.

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. The Index is a float-adjusted market capitalization weighted index. The types of derivatives used by the Fund are options, futures, options on futures and swaps.