Martel Wealth Advisors LLC cut its holdings in Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV – Free Report) by 7.2% in the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 434,231 shares of the company’s stock after selling 33,765 shares during the period. Schwab U.S. Large-Cap Value ETF makes up approximately 2.3% of Martel Wealth Advisors LLC’s portfolio, making the stock its 8th biggest position. Martel Wealth Advisors LLC owned approximately 0.10% of Schwab U.S. Large-Cap Value ETF worth $14,464,000 at the end of the most recent quarter.
Several other hedge funds have also recently made changes to their positions in SCHV. Mather Group LLC. acquired a new position in shares of Schwab U.S. Large-Cap Value ETF in the 3rd quarter valued at about $257,154,000. TSG Advice Partners LLC bought a new stake in shares of Schwab U.S. Large-Cap Value ETF during the 1st quarter valued at about $30,871,000. World Investment Advisors boosted its position in shares of Schwab U.S. Large-Cap Value ETF by 101.6% during the 1st quarter. World Investment Advisors now owns 1,977,398 shares of the company’s stock valued at $60,311,000 after purchasing an additional 996,424 shares in the last quarter. Cliftonlarsonallen Wealth Advisors LLC acquired a new stake in Schwab U.S. Large-Cap Value ETF during the third quarter worth approximately $20,793,000. Finally, Steelhead Wealth Management LLC acquired a new stake in Schwab U.S. Large-Cap Value ETF during the first quarter worth approximately $14,294,000.
Schwab U.S. Large-Cap Value ETF Price Performance
NYSEARCA SCHV opened at $33.92 on Thursday. The stock has a market capitalization of $15.38 billion, a P/E ratio of 19.08 and a beta of 0.83. The business has a 50 day simple moving average of $34.36 and a 200 day simple moving average of $33.62. Schwab U.S. Large-Cap Value ETF has a one year low of $28.29 and a one year high of $35.49.
Schwab U.S. Large-Cap Value ETF Company 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.
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