Elwood & Goetz Wealth Advisory Group LLC Reduces Holdings in Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV)

Elwood & Goetz Wealth Advisory Group LLC trimmed its holdings in Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV) by 2.1% in the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 30,624 shares of the company’s stock after selling 647 shares during the quarter. Schwab U.S. Large-Cap Value ETF comprises about 1.4% of Elwood & Goetz Wealth Advisory Group LLC’s investment portfolio, making the stock its 13th biggest holding. Elwood & Goetz Wealth Advisory Group LLC’s holdings in Schwab U.S. Large-Cap Value ETF were worth $1,737,000 at the end of the most recent quarter.

Several other institutional investors have also modified their holdings of the stock. Financial Engines Advisors L.L.C. increased its stake in shares of Schwab U.S. Large-Cap Value ETF by 0.3% in the 2nd quarter. Financial Engines Advisors L.L.C. now owns 17,167,216 shares of the company’s stock worth $963,768,000 after acquiring an additional 49,625 shares in the last quarter. Honkamp Krueger Financial Services Inc. increased its stake in Schwab U.S. Large-Cap Value ETF by 33.2% during the 2nd quarter. Honkamp Krueger Financial Services Inc. now owns 4,213,090 shares of the company’s stock valued at $239,009,000 after purchasing an additional 1,050,866 shares in the last quarter. Wealth Enhancement Advisory Services LLC increased its stake in Schwab U.S. Large-Cap Value ETF by 18.4% during the 2nd quarter. Wealth Enhancement Advisory Services LLC now owns 3,869,254 shares of the company’s stock valued at $222,211,000 after purchasing an additional 600,053 shares in the last quarter. Bank of America Corp DE increased its stake in Schwab U.S. Large-Cap Value ETF by 9.6% during the 2nd quarter. Bank of America Corp DE now owns 3,600,670 shares of the company’s stock valued at $202,142,000 after purchasing an additional 314,768 shares in the last quarter. Finally, Mather Group LLC. increased its stake in Schwab U.S. Large-Cap Value ETF by 6.8% during the 2nd quarter. Mather Group LLC. now owns 2,198,954 shares of the company’s stock valued at $123,449,000 after purchasing an additional 140,706 shares in the last quarter.

NYSEARCA:SCHV traded up $0.78 on Friday, reaching $56.32. 7,471 shares of the stock traded hands, compared to its average volume of 614,039. Schwab U.S. Large-Cap Value ETF has a 12 month low of $46.25 and a 12 month high of $57.75. The company’s fifty day simple moving average is $55.96 and its 200 day simple moving average is $55.72.

The company also recently disclosed a — dividend, which was paid on Monday, September 30th. Shareholders of record on Thursday, September 26th were paid a dividend of $0.4117 per share. The ex-dividend date of this dividend was Wednesday, September 25th. This represents a yield of 2.8%.

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.

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

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