Waterford Advisors LLC trimmed its stake in Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV – Free Report) by 76.7% in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 34,807 shares of the company’s stock after selling 114,567 shares during the period. Schwab U.S. Large-Cap Value ETF comprises 0.4% of Waterford Advisors LLC’s holdings, making the stock its 21st biggest holding. Waterford Advisors LLC’s holdings in Schwab U.S. Large-Cap Value ETF were worth $1,140,000 as of its most recent filing with the Securities and Exchange Commission (SEC).
Several other large investors also recently added to or reduced their stakes in the stock. Sei Investments Co. grew its stake in Schwab U.S. Large-Cap Value ETF by 3.0% in the third quarter. Sei Investments Co. now owns 44,357,295 shares of the company’s stock worth $1,291,242,000 after purchasing an additional 1,295,102 shares in the last quarter. Mather Group LLC. raised its position in Schwab U.S. Large-Cap Value ETF by 3.0% during the 4th quarter. Mather Group LLC. now owns 35,128,777 shares of the company’s stock valued at $1,040,163,000 after purchasing an additional 1,023,339 shares in the last quarter. Avantax Planning Partners Inc. raised its position in Schwab U.S. Large-Cap Value ETF by 1.1% during the 4th quarter. Avantax Planning Partners Inc. now owns 10,187,907 shares of the company’s stock valued at $301,664,000 after purchasing an additional 108,122 shares in the last quarter. Mariner LLC lifted its holdings in shares of Schwab U.S. Large-Cap Value ETF by 3.8% in the 4th quarter. Mariner LLC now owns 9,103,028 shares of the company’s stock worth $269,542,000 after buying an additional 329,550 shares during the period. Finally, Vantagepoint Investment Advisers LLC raised its position in shares of Schwab U.S. Large-Cap Value ETF by 0.8% in the 4th quarter. Vantagepoint Investment Advisers LLC now owns 8,516,803 shares of the company’s stock worth $252,183,000 after acquiring an additional 66,800 shares in the last quarter.
Schwab U.S. Large-Cap Value ETF Price Performance
Shares of NYSEARCA SCHV opened at $34.56 on Friday. Schwab U.S. Large-Cap Value ETF has a 1-year low of $27.01 and a 1-year high of $35.05. The business has a fifty day moving average price of $32.91 and a 200 day moving average price of $31.51. The stock has a market capitalization of $16.18 billion, a P/E ratio of 19.08 and a beta of 0.83.
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. 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.
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