Total Wealth Planning LLC Sells 7,440 Shares of Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV)

Total Wealth Planning LLC lowered its holdings in Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV) by 2.5% in the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 285,238 shares of the company’s stock after selling 7,440 shares during the quarter. Schwab U.S. Large-Cap Value ETF accounts for about 1.2% of Total Wealth Planning LLC’s investment portfolio, making the stock its 17th biggest holding. Total Wealth Planning LLC owned 0.06% of Schwab U.S. Large-Cap Value ETF worth $7,582,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors have also recently modified their holdings of the company. Ameriflex Group Inc. purchased a new position in Schwab U.S. Large-Cap Value ETF in the 4th quarter worth about $25,000. Hollencrest Capital Management grew its stake in shares of Schwab U.S. Large-Cap Value ETF by 200.0% in the fourth quarter. Hollencrest Capital Management now owns 996 shares of the company’s stock worth $26,000 after acquiring an additional 664 shares during the period. Guardian Wealth Advisors LLC NC raised its holdings in shares of Schwab U.S. Large-Cap Value ETF by 200.0% during the fourth quarter. Guardian Wealth Advisors LLC NC now owns 1,044 shares of the company’s stock valued at $27,000 after purchasing an additional 696 shares during the last quarter. Ritter Daniher Financial Advisory LLC DE raised its holdings in shares of Schwab U.S. Large-Cap Value ETF by 200.0% during the fourth quarter. Ritter Daniher Financial Advisory LLC DE now owns 1,161 shares of the company’s stock valued at $30,000 after purchasing an additional 774 shares during the last quarter. Finally, Jackson Hole Capital Partners LLC lifted its position in Schwab U.S. Large-Cap Value ETF by 200.0% during the fourth quarter. Jackson Hole Capital Partners LLC now owns 1,170 shares of the company’s stock valued at $31,000 after purchasing an additional 780 shares during the period.

Schwab U.S. Large-Cap Value ETF Trading Down 0.2%

Shares of SCHV stock opened at $27.20 on Thursday. Schwab U.S. Large-Cap Value ETF has a 12-month low of $23.08 and a 12-month high of $28.19. The stock has a market capitalization of $12.31 billion, a P/E ratio of 19.08 and a beta of 0.89. The firm’s 50 day moving average is $25.98 and its 200 day moving average is $26.53.

Schwab U.S. Large-Cap Value ETF 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.