BerganKDV Wealth Management LLC Sells 1,045 Shares of Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV)

BerganKDV Wealth Management LLC lowered its holdings in shares of Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHVGet Rating) by 2.2% in the first quarter, according to its most recent disclosure with the SEC. The firm 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 as of its most recent filing with the SEC.

Several other institutional investors and hedge funds have also recently bought and sold shares of SCHV. Intercontinental Wealth Advisors LLC lifted its holdings in Schwab U.S. Large-Cap Value ETF by 3.9% during the 4th quarter. Intercontinental Wealth Advisors LLC now owns 3,845 shares of the company’s stock worth $282,000 after purchasing an additional 145 shares during the last quarter. Acorn Financial Advisory Services Inc. ADV lifted its holdings in shares of Schwab U.S. Large-Cap Value ETF by 1.7% during the first quarter. Acorn Financial Advisory Services Inc. ADV now owns 9,583 shares of the company’s stock worth $683,000 after buying an additional 162 shares in the last quarter. Signaturefd LLC grew its stake in shares of Schwab U.S. Large-Cap Value ETF by 14.3% in the first quarter. Signaturefd LLC now owns 1,311 shares of the company’s stock valued at $94,000 after acquiring an additional 164 shares in the last quarter. Joseph Group Capital Management bought a new position in Schwab U.S. Large-Cap Value ETF during the fourth quarter worth about $539,000. Finally, Ausdal Financial Partners Inc. raised its stake in Schwab U.S. Large-Cap Value ETF by 0.7% in the 4th quarter. Ausdal Financial Partners Inc. now owns 27,443 shares of the company’s stock worth $2,009,000 after purchasing an additional 194 shares in the last quarter.

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

NYSEARCA SCHV traded up $0.12 during trading on Friday, reaching $66.05. The company’s stock had a trading volume of 275,670 shares, compared to its average volume of 561,655. Schwab U.S. Large-Cap Value ETF has a 12 month low of $60.51 and a 12 month high of $74.73. The firm has a 50 day moving average price of $64.41 and a 200 day moving average price of $67.89.

About Schwab U.S. Large-Cap Value ETF

(Get Rating)

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

Want to see what other hedge funds are holding SCHV? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHVGet Rating).

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

Receive News & Ratings for Schwab U.S. Large-Cap Value ETF Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Schwab U.S. Large-Cap Value ETF and related companies with MarketBeat.com's FREE daily email newsletter.