Total Wealth Planning LLC Trims Stake in Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV)

Total Wealth Planning LLC cut its holdings in Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV) by 2.5% during the 1st quarter, Holdings Channel reports. The fund owned 285,238 shares of the company’s stock after selling 7,440 shares during the period. Schwab U.S. Large-Cap Value ETF comprises 1.2% of Total Wealth Planning LLC’s portfolio, making the stock its 17th biggest holding. Total Wealth Planning LLC’s holdings in Schwab U.S. Large-Cap Value ETF were worth $7,582,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds have also modified their holdings of the company. Compass Planning Associates Inc increased its stake in shares of Schwab U.S. Large-Cap Value ETF by 0.5% in the 1st quarter. Compass Planning Associates Inc now owns 94,603 shares of the company’s stock worth $2,515,000 after purchasing an additional 505 shares in the last quarter. Patriot Financial Group Insurance Agency LLC lifted its position in Schwab U.S. Large-Cap Value ETF by 2.2% during the first quarter. Patriot Financial Group Insurance Agency LLC now owns 27,368 shares of the company’s stock valued at $727,000 after purchasing an additional 583 shares in the last quarter. BCS Wealth Management grew its holdings in Schwab U.S. Large-Cap Value ETF by 0.9% during the first quarter. BCS Wealth Management now owns 74,070 shares of the company’s stock valued at $1,969,000 after purchasing an additional 626 shares during the period. Kohmann Bosshard Financial Services LLC increased its position in Schwab U.S. Large-Cap Value ETF by 18.8% in the fourth quarter. Kohmann Bosshard Financial Services LLC now owns 4,112 shares of the company’s stock worth $107,000 after buying an additional 652 shares in the last quarter. Finally, Hollencrest Capital Management raised 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 buying an additional 664 shares during the period.

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

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

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.