BerganKDV Wealth Management LLC Has $3.25 Million Stock Position in Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV)

BerganKDV Wealth Management LLC cut its stake in shares of Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHVGet Rating) by 2.2% in the 1st quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 45,526 shares of the company’s stock after selling 1,045 shares during the period. BerganKDV Wealth Management LLC’s holdings in Schwab U.S. Large-Cap Value ETF were worth $3,250,000 at the end of the most recent quarter.

A number of other institutional investors also recently made changes to their positions in SCHV. Cerity Partners LLC acquired a new stake in Schwab U.S. Large-Cap Value ETF during the 1st quarter worth approximately $261,000. Raymond James & Associates boosted its position in shares of Schwab U.S. Large-Cap Value ETF by 23.4% in the fourth quarter. Raymond James & Associates now owns 36,663 shares of the company’s stock valued at $2,685,000 after acquiring an additional 6,960 shares during the period. Geometric Wealth Advisors acquired a new position in shares of Schwab U.S. Large-Cap Value ETF in the first quarter valued at about $279,000. Bigelow Investment Advisors LLC bought a new position in Schwab U.S. Large-Cap Value ETF during the fourth quarter worth about $213,000. Finally, IVC Wealth Advisors LLC raised its stake in Schwab U.S. Large-Cap Value ETF by 2.9% in the 1st quarter. IVC Wealth Advisors LLC now owns 206,791 shares of the company’s stock worth $14,763,000 after purchasing an additional 5,755 shares in the last quarter.

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

Shares of NYSEARCA:SCHV traded up $0.12 on Friday, reaching $66.05. 275,670 shares of the company’s stock were exchanged, compared to its average volume of 561,655. Schwab U.S. Large-Cap Value ETF has a twelve month low of $60.51 and a twelve month high of $74.73. The company has a fifty day moving average of $64.41 and a 200-day moving average of $67.89.

Schwab U.S. Large-Cap Value ETF Profile

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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.

Further Reading

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Institutional Ownership by Quarter for Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV)

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