Schwab US Large-Cap ETF (NYSEARCA:SCHX) Holdings Cut by Asset Dedication LLC

Asset Dedication LLC reduced its stake in shares of Schwab US Large-Cap ETF (NYSEARCA:SCHX) by 2.7% during the 2nd quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 346,176 shares of the company’s stock after selling 9,670 shares during the period. Schwab US Large-Cap ETF accounts for 1.5% of Asset Dedication LLC’s investment portfolio, making the stock its 15th biggest holding. Asset Dedication LLC owned 0.05% of Schwab US Large-Cap ETF worth $22,242,000 as of its most recent filing with the Securities & Exchange Commission.

Other hedge funds have also modified their holdings of the company. Triad Wealth Partners LLC purchased a new position in Schwab US Large-Cap ETF in the second quarter valued at about $28,000. GAMMA Investing LLC lifted its holdings in shares of Schwab US Large-Cap ETF by 139.8% during the 1st quarter. GAMMA Investing LLC now owns 494 shares of the company’s stock valued at $31,000 after buying an additional 288 shares during the last quarter. Iron Horse Wealth Management LLC bought a new stake in shares of Schwab US Large-Cap ETF in the 2nd quarter valued at approximately $33,000. Pineridge Advisors LLC acquired a new position in Schwab US Large-Cap ETF in the fourth quarter worth approximately $31,000. Finally, Able Wealth Management LLC acquired a new position in Schwab US Large-Cap ETF in the fourth quarter worth approximately $32,000.

Schwab US Large-Cap ETF Stock Down 1.7 %

NYSEARCA SCHX opened at $63.84 on Friday. The stock has a market capitalization of $41.62 billion, a PE ratio of 26.53 and a beta of 1.02. Schwab US Large-Cap ETF has a 12-month low of $48.31 and a 12-month high of $66.83. The company has a 50 day moving average price of $64.94 and a two-hundred day moving average price of $62.84.

Schwab US Large-Cap ETF 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.