Schwab U.S. Large-Cap Value ETF $SCHV Shares Sold by Compound Planning Inc.

Compound Planning Inc. lessened its holdings in shares of Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV) by 5.7% in the first quarter, Holdings Channel.com reports. The institutional investor owned 1,974,442 shares of the company’s stock after selling 118,801 shares during the quarter. Schwab U.S. Large-Cap Value ETF makes up 1.8% of Compound Planning Inc.’s portfolio, making the stock its 6th largest holding. Compound Planning Inc.’s holdings in Schwab U.S. Large-Cap Value ETF were worth $60,220,000 at the end of the most recent quarter.

A number of other institutional investors have also modified their holdings of SCHV. Valpey Financial Services LLC lifted its holdings in Schwab U.S. Large-Cap Value ETF by 2,913.4% in the fourth quarter. Valpey Financial Services LLC now owns 6,251,249 shares of the company’s stock worth $185,099,000 after acquiring an additional 6,043,804 shares during the last quarter. Wellington Management Group LLP bought a new position in shares of Schwab U.S. Large-Cap Value ETF during the third quarter valued at approximately $68,742,000. Mather Group LLC. grew its holdings in shares of Schwab U.S. Large-Cap Value ETF by 3.0% during the fourth quarter. Mather Group LLC. now owns 35,128,777 shares of the company’s stock valued at $1,040,163,000 after purchasing an additional 1,023,339 shares during the last quarter. TSG Advice Partners LLC acquired a new stake in shares of Schwab U.S. Large-Cap Value ETF during the 1st quarter worth approximately $30,871,000. Finally, World Investment Advisors raised its position in shares of Schwab U.S. Large-Cap Value ETF by 101.6% during the 1st quarter. World Investment Advisors now owns 1,977,398 shares of the company’s stock worth $60,311,000 after purchasing an additional 996,424 shares during the period.

Schwab U.S. Large-Cap Value ETF Trading Up 0.1%

Shares of NYSEARCA SCHV opened at $34.22 on Friday. The company has a market cap of $15.77 billion, a price-to-earnings ratio of 19.08 and a beta of 0.82. Schwab U.S. Large-Cap Value ETF has a 12-month low of $27.39 and a 12-month high of $35.05. The stock’s 50 day simple moving average is $34.00 and its 200 day simple moving average is $32.33.

Schwab U.S. Large-Cap Value ETF Company 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.