Schwab U.S. Large-Cap Value ETF $SCHV Holdings Cut by XML Financial LLC

XML Financial LLC reduced its position in shares of Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV) by 4.9% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 1,160,962 shares of the company’s stock after selling 59,562 shares during the period. Schwab U.S. Large-Cap Value ETF accounts for about 2.8% of XML Financial LLC’s investment portfolio, making the stock its 4th largest position. XML Financial LLC’s holdings in Schwab U.S. Large-Cap Value ETF were worth $34,376,000 at the end of the most recent reporting period.

A number of other institutional investors have also modified their holdings of SCHV. Valpey Financial Services LLC lifted its stake in shares of Schwab U.S. Large-Cap Value ETF by 2,913.4% during the fourth quarter. Valpey Financial Services LLC now owns 6,251,249 shares of the company’s stock valued at $185,099,000 after buying an additional 6,043,804 shares during the period. Wellington Management Group LLP purchased a new stake in Schwab U.S. Large-Cap Value ETF in the 3rd quarter worth approximately $68,742,000. Sei Investments Co. grew its stake in Schwab U.S. Large-Cap Value ETF by 3.0% in the 3rd quarter. Sei Investments Co. now owns 44,357,295 shares of the company’s stock worth $1,291,242,000 after acquiring an additional 1,295,102 shares during the period. Mather Group LLC. raised its holdings in Schwab U.S. Large-Cap Value ETF by 3.0% in the 4th quarter. Mather Group LLC. now owns 35,128,777 shares of the company’s stock valued at $1,040,163,000 after acquiring an additional 1,023,339 shares during the last quarter. Finally, World Investment Advisors raised its holdings in Schwab U.S. Large-Cap Value ETF by 628.0% in the 4th quarter. World Investment Advisors now owns 980,974 shares of the company’s stock valued at $28,503,000 after acquiring an additional 846,224 shares during the last quarter.

Schwab U.S. Large-Cap Value ETF Stock Down 1.9%

Shares of Schwab U.S. Large-Cap Value ETF stock opened at $33.52 on Friday. Schwab U.S. Large-Cap Value ETF has a fifty-two week low of $27.00 and a fifty-two week high of $34.26. The business’s fifty day moving average is $32.24 and its two-hundred day moving average is $31.16. The firm has a market cap of $15.69 billion, a PE ratio of 19.08 and a beta of 0.83.

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. 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.