Total Wealth Planning LLC Cuts Stake in Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV)

Total Wealth Planning LLC reduced its position in Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV) by 4.0% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 125,148 shares of the company’s stock after selling 5,255 shares during the quarter. Schwab U.S. Large-Cap Value ETF comprises approximately 1.6% of Total Wealth Planning LLC’s investment portfolio, making the stock its 16th biggest holding. Total Wealth Planning LLC owned about 0.09% of Schwab U.S. Large-Cap Value ETF worth $8,773,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds have also bought and sold shares of the company. Mather Group LLC. grew its holdings in shares of Schwab U.S. Large-Cap Value ETF by 7.1% during the third quarter. Mather Group LLC. now owns 9,862,059 shares of the company’s stock valued at $635,708,000 after buying an additional 652,525 shares during the last quarter. Sei Investments Co. boosted its holdings in Schwab U.S. Large-Cap Value ETF by 5.3% in the third quarter. Sei Investments Co. now owns 8,824,102 shares of the company’s stock valued at $568,801,000 after purchasing an additional 445,094 shares during the last quarter. International Assets Investment Management LLC purchased a new stake in Schwab U.S. Large-Cap Value ETF in the fourth quarter valued at $27,673,000. Cooper Financial Group purchased a new stake in Schwab U.S. Large-Cap Value ETF in the fourth quarter valued at $20,983,000. Finally, Envestnet Asset Management Inc. boosted its holdings in Schwab U.S. Large-Cap Value ETF by 8.1% in the third quarter. Envestnet Asset Management Inc. now owns 3,821,796 shares of the company’s stock valued at $246,353,000 after purchasing an additional 286,280 shares during the last quarter.

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

NYSEARCA:SCHV traded down $0.15 during mid-day trading on Friday, hitting $73.13. The company’s stock had a trading volume of 202,432 shares, compared to its average volume of 438,001. Schwab U.S. Large-Cap Value ETF has a 1 year low of $60.99 and a 1 year high of $76.13. The stock has a market cap of $10.57 billion, a price-to-earnings ratio of 17.89 and a beta of 0.77. The business’s fifty day moving average is $73.68 and its two-hundred day moving average is $69.72.

About Schwab U.S. Large-Cap Value ETF

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.