Compass Planning Associates Inc Has $2.63 Million Stock Holdings in Schwab U.S. Large-Cap Value ETF $SCHV

Compass Planning Associates Inc grew its stake in shares of Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV) by 0.5% in the second quarter, according to its most recent filing with the SEC. The institutional investor owned 95,101 shares of the company’s stock after purchasing an additional 498 shares during the period. Schwab U.S. Large-Cap Value ETF comprises approximately 2.4% of Compass Planning Associates Inc’s portfolio, making the stock its 8th biggest position. Compass Planning Associates Inc’s holdings in Schwab U.S. Large-Cap Value ETF were worth $2,631,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors have also recently added to or reduced their stakes in SCHV. Exchange Traded Concepts LLC bought a new stake in Schwab U.S. Large-Cap Value ETF during the 2nd quarter worth approximately $30,071,000. World Investment Advisors grew its holdings in shares of Schwab U.S. Large-Cap Value ETF by 1,943.4% in the first quarter. World Investment Advisors now owns 1,102,992 shares of the company’s stock valued at $29,318,000 after acquiring an additional 1,049,014 shares in the last quarter. Mather Group LLC. increased its position in shares of Schwab U.S. Large-Cap Value ETF by 3.2% during the first quarter. Mather Group LLC. now owns 32,984,784 shares of the company’s stock valued at $876,736,000 after acquiring an additional 1,023,250 shares during the last quarter. Envestnet Asset Management Inc. increased its position in shares of Schwab U.S. Large-Cap Value ETF by 3.5% during the first quarter. Envestnet Asset Management Inc. now owns 16,489,014 shares of the company’s stock valued at $438,278,000 after acquiring an additional 562,331 shares during the last quarter. Finally, Geneos Wealth Management Inc. increased its position in shares of Schwab U.S. Large-Cap Value ETF by 423.8% during the first quarter. Geneos Wealth Management Inc. now owns 671,238 shares of the company’s stock valued at $17,842,000 after acquiring an additional 543,091 shares during the last quarter.

Schwab U.S. Large-Cap Value ETF Trading Down 0.1%

Shares of SCHV opened at $29.14 on Friday. The company has a market capitalization of $13.34 billion, a price-to-earnings ratio of 19.08 and a beta of 0.94. The stock has a 50 day moving average of $28.57 and a 200 day moving average of $27.29. Schwab U.S. Large-Cap Value ETF has a 12 month low of $23.08 and a 12 month high of $29.30.

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.