Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV) is Moisand Fitzgerald Tamayo LLC’s 7th Largest Position

Moisand Fitzgerald Tamayo LLC reduced its stake in Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV) by 4.3% during the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 133,673 shares of the company’s stock after selling 6,032 shares during the quarter. Schwab U.S. Large-Cap Value ETF comprises approximately 4.1% of Moisand Fitzgerald Tamayo LLC’s holdings, making the stock its 7th largest position. Moisand Fitzgerald Tamayo LLC owned 0.11% of Schwab U.S. Large-Cap Value ETF worth $8,036,000 as of its most recent SEC filing.

Other institutional investors and hedge funds also recently modified their holdings of the company. Envestnet Asset Management Inc. grew its stake in shares of Schwab U.S. Large-Cap Value ETF by 4,336.6% in the third quarter. Envestnet Asset Management Inc. now owns 20,243,767 shares of the company’s stock worth $1,148,429,000 after acquiring an additional 19,787,482 shares during the period. Honkamp Krueger Financial Services Inc. boosted its position in Schwab U.S. Large-Cap Value ETF by 2.8% in the fourth quarter. Honkamp Krueger Financial Services Inc. now owns 6,661,403 shares of the company’s stock worth $400,484,000 after purchasing an additional 181,362 shares during the last quarter. Wealth Enhancement Advisory Services LLC boosted its position in Schwab U.S. Large-Cap Value ETF by 3.9% in the third quarter. Wealth Enhancement Advisory Services LLC now owns 4,021,478 shares of the company’s stock worth $225,937,000 after purchasing an additional 152,224 shares during the last quarter. Bank of America Corp DE grew its stake in shares of Schwab U.S. Large-Cap Value ETF by 9.6% during the 2nd quarter. Bank of America Corp DE now owns 3,600,670 shares of the company’s stock valued at $202,142,000 after purchasing an additional 314,768 shares during the period. Finally, Mather Group LLC. grew its stake in shares of Schwab U.S. Large-Cap Value ETF by 5.8% during the 3rd quarter. Mather Group LLC. now owns 2,326,340 shares of the company’s stock valued at $131,973,000 after purchasing an additional 127,386 shares during the period.

Shares of NYSEARCA SCHV traded up $0.02 during midday trading on Thursday, hitting $60.80. 1,438 shares of the company’s stock traded hands, compared to its average volume of 476,420. The firm has a fifty day moving average of $59.70 and a 200 day moving average of $57.37. Schwab U.S. Large-Cap Value ETF has a 1 year low of $51.04 and a 1 year high of $60.63.

The firm also recently disclosed a quarterly dividend, which was paid on Tuesday, December 17th. Investors of record on Friday, December 13th were issued a $0.6173 dividend. This is an increase from Schwab U.S. Large-Cap Value ETF’s previous quarterly dividend of $0.38. The ex-dividend date was Thursday, December 12th. This represents a $2.47 dividend on an annualized basis and a dividend yield of 4.06%.

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.

Read More: What is a Call Option?

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

Receive News & Ratings for Schwab U.S. Large-Cap Value ETF Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Schwab U.S. Large-Cap Value ETF and related companies with MarketBeat.com's FREE daily email newsletter.