XML Financial LLC Sells 59,562 Shares of Schwab U.S. Large-Cap Value ETF $SCHV

XML Financial LLC trimmed its holdings in Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV) by 4.9% in the fourth quarter, according to its most recent disclosure with the SEC. The fund owned 1,160,962 shares of the company’s stock after selling 59,562 shares during the period. Schwab U.S. Large-Cap Value ETF accounts for approximately 2.8% of XML Financial LLC’s portfolio, making the stock its 4th largest position. XML Financial LLC owned about 0.24% of Schwab U.S. Large-Cap Value ETF worth $34,376,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors have also recently made changes to their positions in SCHV. JPL Wealth Management LLC acquired a new position in Schwab U.S. Large-Cap Value ETF in the 3rd quarter valued at about $26,000. Laurel Wealth Advisors LLC acquired a new stake in Schwab U.S. Large-Cap Value ETF during the 4th quarter worth approximately $27,000. REAP Financial Group LLC purchased a new position in shares of Schwab U.S. Large-Cap Value ETF in the 3rd quarter valued at approximately $48,000. United Financial Planning Group LLC purchased a new position in shares of Schwab U.S. Large-Cap Value ETF in the 3rd quarter valued at approximately $61,000. Finally, Fifth Third Bancorp increased its holdings in shares of Schwab U.S. Large-Cap Value ETF by 508.5% in the fourth quarter. Fifth Third Bancorp now owns 2,209 shares of the company’s stock valued at $65,000 after purchasing an additional 1,846 shares during the period.

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

Schwab U.S. Large-Cap Value ETF stock opened at $33.52 on Friday. The business has a 50 day simple moving average of $32.24 and a 200-day simple moving average of $31.16. Schwab U.S. Large-Cap Value ETF has a 12 month low of $27.00 and a 12 month high of $34.26. The stock has a market capitalization of $15.69 billion, a PE ratio of 19.08 and a beta of 0.83.

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. Large-Cap Value Total Stock Market Index includes the components ranked 1-750 by full market capitalization and that are classified as value. The Index is a float-adjusted market capitalization weighted index.