Schwab US Small-Cap ETF (SCHA) is Asset Dedication LLC’s 5th Largest Position

Asset Dedication LLC boosted its holdings in Schwab US Small-Cap ETF (NYSEARCA:SCHA) by 4.9% in the first quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 126,152 shares of the company’s stock after buying an additional 5,864 shares during the quarter. Schwab US Small-Cap ETF accounts for approximately 3.1% of Asset Dedication LLC’s holdings, making the stock its 5th biggest position. Asset Dedication LLC owned approximately 0.11% of Schwab US Small-Cap ETF worth $8,818,000 as of its most recent SEC filing.

Other large investors have also modified their holdings of the company. Sontag Advisory LLC bought a new stake in shares of Schwab US Small-Cap ETF during the 4th quarter valued at about $29,000. Whittier Trust Co. bought a new position in shares of Schwab US Small-Cap ETF during the 4th quarter valued at approximately $30,000. Karp Capital Management Corp bought a new position in shares of Schwab US Small-Cap ETF during the 4th quarter valued at approximately $41,000. Old North State Trust LLC bought a new position in shares of Schwab US Small-Cap ETF during the 1st quarter valued at approximately $44,000. Finally, Berman Capital Advisors LLC bought a new position in shares of Schwab US Small-Cap ETF during the 4th quarter valued at approximately $54,000.

Shares of SCHA stock opened at $71.64 on Friday. Schwab US Small-Cap ETF has a 1-year low of $57.04 and a 1-year high of $78.34.

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About Schwab US Small-Cap ETF

Schwab U.S. Small-Cap ETF (the Fund) seeks to track the total return of the Dow Jones U.S. Small-Cap Total Stock Market Index. The Dow Jones U.S. Small-Cap Total Stock Market Index includes the components ranked 751-2500 by full market capitalization. The Index is a float-adjusted market capitalization weighted index.

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Institutional Ownership by Quarter for Schwab US Small-Cap ETF (NYSEARCA:SCHA)

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