Weinberger Asset Management Inc Trims Holdings in Schwab U.S. Large-Cap Value ETF $SCHV

Weinberger Asset Management Inc lowered its stake in shares of Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHVFree Report) by 6.4% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 276,119 shares of the company’s stock after selling 18,819 shares during the period. Schwab U.S. Large-Cap Value ETF accounts for about 2.9% of Weinberger Asset Management Inc’s investment portfolio, making the stock its 9th largest position. Weinberger Asset Management Inc owned about 0.06% of Schwab U.S. Large-Cap Value ETF worth $8,176,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other large investors also recently bought and sold shares of the business. Vanguard Capital Wealth Advisors increased its position in Schwab U.S. Large-Cap Value ETF by 0.8% in the fourth quarter. Vanguard Capital Wealth Advisors now owns 42,866 shares of the company’s stock worth $1,269,000 after purchasing an additional 333 shares during the last quarter. Hengehold Capital Management LLC increased its position in Schwab U.S. Large-Cap Value ETF by 3.4% in the fourth quarter. Hengehold Capital Management LLC now owns 10,590 shares of the company’s stock worth $314,000 after purchasing an additional 353 shares during the last quarter. DHJJ Financial Advisors Ltd. increased its position in Schwab U.S. Large-Cap Value ETF by 3.9% in the fourth quarter. DHJJ Financial Advisors Ltd. now owns 9,403 shares of the company’s stock worth $278,000 after purchasing an additional 355 shares during the last quarter. JFS Wealth Advisors LLC increased its position in Schwab U.S. Large-Cap Value ETF by 3.8% in the third quarter. JFS Wealth Advisors LLC now owns 10,347 shares of the company’s stock worth $301,000 after purchasing an additional 378 shares during the last quarter. Finally, Riversedge Advisors LLC increased its position in Schwab U.S. Large-Cap Value ETF by 0.5% in the fourth quarter. Riversedge Advisors LLC now owns 79,239 shares of the company’s stock worth $2,346,000 after purchasing an additional 385 shares during the last quarter.

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

Shares of SCHV opened at $33.31 on Monday. The company’s fifty day moving average is $31.64 and its 200 day moving average is $30.85. Schwab U.S. Large-Cap Value ETF has a fifty-two week low of $26.21 and a fifty-two week high of $33.41. The stock has a market capitalization of $15.59 billion, a PE ratio of 19.08 and a beta of 0.83.

Schwab U.S. Large-Cap Value ETF Company Profile

(Free Report)

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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Institutional Ownership by Quarter for Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV)

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