Capital Planning LLC Has $8.34 Million Position in Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV)

Capital Planning LLC raised its stake in shares of Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHVGet Rating) by 1.4% in the first quarter, according to its most recent filing with the Securities & Exchange Commission. The institutional investor owned 116,801 shares of the company’s stock after buying an additional 1,612 shares during the quarter. Schwab U.S. Large-Cap Value ETF comprises 3.2% of Capital Planning LLC’s portfolio, making the stock its 12th largest holding. Capital Planning LLC owned approximately 0.08% of Schwab U.S. Large-Cap Value ETF worth $8,338,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other large investors have also recently added to or reduced their stakes in SCHV. Renaissance Technologies LLC bought a new position in shares of Schwab U.S. Large-Cap Value ETF in the third quarter worth about $594,000. Citadel Advisors LLC boosted its stake in shares of Schwab U.S. Large-Cap Value ETF by 535.0% in the third quarter. Citadel Advisors LLC now owns 83,516 shares of the company’s stock worth $5,636,000 after buying an additional 70,363 shares during the last quarter. Apella Capital LLC acquired a new position in Schwab U.S. Large-Cap Value ETF in the 4th quarter worth about $264,000. Koshinski Asset Management Inc. raised its holdings in shares of Schwab U.S. Large-Cap Value ETF by 17.3% during the fourth quarter. Koshinski Asset Management Inc. now owns 37,260 shares of the company’s stock valued at $2,728,000 after acquiring an additional 5,484 shares during the last quarter. Finally, Stratos Wealth Partners LTD. grew its position in shares of Schwab U.S. Large-Cap Value ETF by 3.3% in the fourth quarter. Stratos Wealth Partners LTD. now owns 12,803 shares of the company’s stock valued at $937,000 after purchasing an additional 412 shares in the last quarter.

SCHV opened at $63.06 on Tuesday. The business’s 50-day simple moving average is $65.87 and its 200-day simple moving average is $69.32. Schwab U.S. Large-Cap Value ETF has a one year low of $60.51 and a one year high of $74.73.

Schwab U.S. Large-Cap Value ETF Profile (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.

See Also

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

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