Cassady Schiller Wealth Management LLC Decreases Stock Holdings in Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV)

Cassady Schiller Wealth Management LLC lowered its position in shares of Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV) by 8.8% in the 4th quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm owned 24,249 shares of the company’s stock after selling 2,338 shares during the period. Schwab U.S. Large-Cap Value ETF comprises about 0.8% of Cassady Schiller Wealth Management LLC’s investment portfolio, making the stock its 26th biggest holding. Cassady Schiller Wealth Management LLC’s holdings in Schwab U.S. Large-Cap Value ETF were worth $1,700,000 at the end of the most recent reporting period.

Other large investors have also added to or reduced their stakes in the company. SRS Capital Advisors Inc. raised its position in shares of Schwab U.S. Large-Cap Value ETF by 476.2% in the 4th quarter. SRS Capital Advisors Inc. now owns 363 shares of the company’s stock worth $25,000 after acquiring an additional 300 shares in the last quarter. Tennessee Valley Asset Management Partners purchased a new stake in shares of Schwab U.S. Large-Cap Value ETF in the fourth quarter worth $31,000. CVA Family Office LLC bought a new position in shares of Schwab U.S. Large-Cap Value ETF during the fourth quarter valued at $32,000. Briaud Financial Planning Inc purchased a new position in shares of Schwab U.S. Large-Cap Value ETF in the 3rd quarter worth about $33,000. Finally, Fortitude Family Office LLC bought a new position in Schwab U.S. Large-Cap Value ETF in the 4th quarter worth about $38,000.

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

Schwab U.S. Large-Cap Value ETF stock traded down $1.10 during midday trading on Thursday, reaching $74.23. 302,630 shares of the company traded hands, compared to its average volume of 409,436. Schwab U.S. Large-Cap Value ETF has a 12 month low of $60.99 and a 12 month high of $76.13. The business has a 50 day moving average of $74.15 and a two-hundred day moving average of $71.14. The firm has a market capitalization of $10.72 billion, a price-to-earnings ratio of 17.88 and a beta of 0.77.

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.