Golden Bell Financial Planning LLC Lowers Holdings in Schwab U.S. Large-Cap Value ETF $SCHV

Golden Bell Financial Planning LLC trimmed its position in Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV) by 5.1% in the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm owned 160,958 shares of the company’s stock after selling 8,687 shares during the quarter. Schwab U.S. Large-Cap Value ETF accounts for 4.2% of Golden Bell Financial Planning LLC’s holdings, making the stock its 11th largest holding. Golden Bell Financial Planning LLC’s holdings in Schwab U.S. Large-Cap Value ETF were worth $4,454,000 at the end of the most recent quarter.

Other hedge funds have also made changes to their positions in the company. Abound Wealth Management lifted its holdings in shares of Schwab U.S. Large-Cap Value ETF by 993.1% in the 2nd quarter. Abound Wealth Management now owns 951 shares of the company’s stock worth $26,000 after buying an additional 864 shares during the period. N.E.W. Advisory Services LLC purchased a new stake in shares of Schwab U.S. Large-Cap Value ETF during the 1st quarter worth $27,000. Dagco Inc. purchased a new stake in shares of Schwab U.S. Large-Cap Value ETF during the 1st quarter worth $28,000. First Community Trust NA purchased a new stake in shares of Schwab U.S. Large-Cap Value ETF during the 2nd quarter worth $33,000. Finally, Keener Financial Planning LLC purchased a new stake in shares of Schwab U.S. Large-Cap Value ETF during the 2nd quarter worth $34,000.

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

Shares of NYSEARCA SCHV opened at $28.91 on Monday. The stock has a market capitalization of $13.68 billion, a P/E ratio of 19.08 and a beta of 0.90. Schwab U.S. Large-Cap Value ETF has a 1-year low of $23.08 and a 1-year high of $29.47. The business has a fifty day moving average price of $28.95 and a 200 day moving average price of $27.83.

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.