BerganKDV Wealth Management LLC Sells 1,045 Shares of Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV)

BerganKDV Wealth Management LLC reduced its position in shares of Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHVGet Rating) by 2.2% in the 1st quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 45,526 shares of the company’s stock after selling 1,045 shares during the period. BerganKDV Wealth Management LLC’s holdings in Schwab U.S. Large-Cap Value ETF were worth $3,250,000 at the end of the most recent quarter.

Other large investors have also recently added to or reduced their stakes in the company. Janney Montgomery Scott LLC grew its holdings in Schwab U.S. Large-Cap Value ETF by 1.6% during the 4th quarter. Janney Montgomery Scott LLC now owns 30,847 shares of the company’s stock worth $2,259,000 after acquiring an additional 500 shares during the last quarter. National Asset Management Inc. bought a new stake in shares of Schwab U.S. Large-Cap Value ETF during the fourth quarter worth approximately $232,000. CWM LLC acquired a new position in Schwab U.S. Large-Cap Value ETF in the fourth quarter valued at approximately $1,407,000. Fifth Third Bancorp boosted its stake in Schwab U.S. Large-Cap Value ETF by 1,517.8% in the fourth quarter. Fifth Third Bancorp now owns 3,365 shares of the company’s stock valued at $246,000 after acquiring an additional 3,157 shares during the last quarter. Finally, Woodmont Investment Counsel LLC boosted its stake in Schwab U.S. Large-Cap Value ETF by 1.2% in the fourth quarter. Woodmont Investment Counsel LLC now owns 36,427 shares of the company’s stock valued at $2,667,000 after acquiring an additional 420 shares during the last quarter.

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

Shares of Schwab U.S. Large-Cap Value ETF stock traded up $0.12 on Friday, hitting $66.05. 275,670 shares of the company’s stock traded hands, compared to its average volume of 561,655. The firm’s 50-day moving average price is $64.41 and its two-hundred day moving average price is $67.89. 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 Company Profile

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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.

Further Reading

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

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