Compass Planning Associates Inc Boosts Holdings in Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV)

Compass Planning Associates Inc grew its holdings in Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV) by 0.5% in the first quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 94,603 shares of the company’s stock after acquiring an additional 505 shares during the quarter. Schwab U.S. Large-Cap Value ETF accounts for approximately 2.5% of Compass Planning Associates Inc’s investment portfolio, making the stock its 8th biggest position. Compass Planning Associates Inc’s holdings in Schwab U.S. Large-Cap Value ETF were worth $2,515,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds have also modified their holdings of the business. Financial Engines Advisors L.L.C. boosted its holdings in Schwab U.S. Large-Cap Value ETF by 184.2% in the 4th quarter. Financial Engines Advisors L.L.C. now owns 55,360,772 shares of the company’s stock valued at $1,443,255,000 after purchasing an additional 35,884,431 shares during the period. Sei Investments Co. boosted its stake in shares of Schwab U.S. Large-Cap Value ETF by 220.7% in the fourth quarter. Sei Investments Co. now owns 38,914,600 shares of the company’s stock valued at $1,014,504,000 after buying an additional 26,780,137 shares during the period. Envestnet Asset Management Inc. grew its position in Schwab U.S. Large-Cap Value ETF by 228.2% during the fourth quarter. Envestnet Asset Management Inc. now owns 15,926,683 shares of the company’s stock worth $415,209,000 after buying an additional 11,074,601 shares in the last quarter. Avantax Planning Partners Inc. increased its stake in Schwab U.S. Large-Cap Value ETF by 200.2% during the 4th quarter. Avantax Planning Partners Inc. now owns 9,927,842 shares of the company’s stock worth $258,819,000 after acquiring an additional 6,621,242 shares during the period. Finally, Mariner LLC raised its holdings in Schwab U.S. Large-Cap Value ETF by 199.0% in the 4th quarter. Mariner LLC now owns 7,950,753 shares of the company’s stock valued at $207,275,000 after acquiring an additional 5,291,706 shares in the last quarter.

Schwab U.S. Large-Cap Value ETF Stock Performance

Shares of NYSEARCA SCHV opened at $27.11 on Friday. The stock has a market capitalization of $12.27 billion, a P/E ratio of 19.08 and a beta of 0.89. The stock’s fifty day moving average is $25.88 and its 200 day moving average is $26.54. Schwab U.S. Large-Cap Value ETF has a 52 week low of $23.08 and a 52 week high of $28.19.

Schwab U.S. Large-Cap Value ETF Profile

Schwab U.S. Large-Cap Value ETF (the Fund) goal is to track the total return of the Dow Jones U.S. Large-Cap Value Total Stock Market Index (the Index). The Fund’s index includes the large-cap value portion of the Dow Jones U.S. Total Stock Market Index available to investors in the marketplace. The Dow Jones U.S.