Total Wealth Planning LLC boosted its position in shares of Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV – Free Report) by 9.6% in the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission. The fund owned 312,556 shares of the company’s stock after purchasing an additional 27,318 shares during the quarter. Schwab U.S. Large-Cap Value ETF comprises 1.1% of Total Wealth Planning LLC’s holdings, making the stock its 21st biggest position. Total Wealth Planning LLC owned 0.07% of Schwab U.S. Large-Cap Value ETF worth $8,648,000 at the end of the most recent quarter.
A number of other institutional investors and hedge funds have also modified their holdings of the business. Ameriflex Group Inc. bought a new stake in shares of Schwab U.S. Large-Cap Value ETF during the 4th quarter valued at $25,000. Abound Wealth Management increased its holdings in Schwab U.S. Large-Cap Value ETF by 993.1% in the second quarter. Abound Wealth Management now owns 951 shares of the company’s stock valued at $26,000 after purchasing an additional 864 shares during the last quarter. N.E.W. Advisory Services LLC bought a new stake in Schwab U.S. Large-Cap Value ETF in the first quarter valued at about $27,000. Dagco Inc. bought a new stake in Schwab U.S. Large-Cap Value ETF in the first quarter valued at about $28,000. Finally, Kessler Investment Group LLC bought a new stake in Schwab U.S. Large-Cap Value ETF in the first quarter valued at about $29,000.
Schwab U.S. Large-Cap Value ETF Price Performance
Shares of SCHV stock opened at $28.92 on Thursday. The stock has a market cap of $13.24 billion, a PE ratio of 19.08 and a beta of 0.94. The stock has a 50-day moving average of $28.47 and a 200-day moving average of $27.17. Schwab U.S. Large-Cap Value ETF has a one year low of $23.08 and a one year high of $29.30.
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.
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