Retirement Guys Formula LLC Lowers Stock Holdings in Schwab U.S. Large-Cap Value ETF $SCHV

Retirement Guys Formula LLC lowered its holdings in Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV) by 81.8% in the fourth quarter, Holdings Channel.com reports. The firm owned 50,469 shares of the company’s stock after selling 226,987 shares during the period. Retirement Guys Formula LLC’s holdings in Schwab U.S. Large-Cap Value ETF were worth $1,494,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors have also made changes to their positions in the company. JPL Wealth Management LLC purchased a new stake in shares of Schwab U.S. Large-Cap Value ETF in the third quarter valued at $26,000. Total Investment Management Inc. purchased a new stake in shares of Schwab U.S. Large-Cap Value ETF in the second quarter valued at $41,000. REAP Financial Group LLC purchased a new stake in shares of Schwab U.S. Large-Cap Value ETF in the third quarter valued at $48,000. United Financial Planning Group LLC purchased a new stake in shares of Schwab U.S. Large-Cap Value ETF in the third quarter valued at $61,000. Finally, Caldwell Trust Co purchased a new stake in shares of Schwab U.S. Large-Cap Value ETF in the second quarter valued at $62,000.

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

Shares of Schwab U.S. Large-Cap Value ETF stock opened at $31.49 on Monday. Schwab U.S. Large-Cap Value ETF has a twelve month low of $24.21 and a twelve month high of $32.45. The stock has a market capitalization of $15.33 billion, a P/E ratio of 19.08 and a beta of 0.85. The business’s fifty day moving average price is $31.34 and its 200 day moving average price is $30.19.

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. Large-Cap Value Total Stock Market Index includes the components ranked 1-750 by full market capitalization and that are classified as value. The Index is a float-adjusted market capitalization weighted index.