Cliftonlarsonallen Wealth Advisors LLC Has $20.96 Million Stake in Schwab U.S. Large-Cap Value ETF $SCHV

Cliftonlarsonallen Wealth Advisors LLC lowered its position in Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV) by 5.5% in the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 719,858 shares of the company’s stock after selling 42,035 shares during the quarter. Cliftonlarsonallen Wealth Advisors LLC owned approximately 0.15% of Schwab U.S. Large-Cap Value ETF worth $20,955,000 at the end of the most recent reporting period.

Other institutional investors also recently modified their holdings of the company. Berger Financial Group Inc raised its holdings in shares of Schwab U.S. Large-Cap Value ETF by 4.7% in the 3rd quarter. Berger Financial Group Inc now owns 72,184 shares of the company’s stock valued at $2,101,000 after purchasing an additional 3,246 shares during the period. Exchange Traded Concepts LLC increased its position in Schwab U.S. Large-Cap Value ETF by 68.1% during the third quarter. Exchange Traded Concepts LLC now owns 1,827,049 shares of the company’s stock worth $53,185,000 after buying an additional 740,288 shares during the last quarter. McCarthy & Cox raised its stake in Schwab U.S. Large-Cap Value ETF by 4.6% in the third quarter. McCarthy & Cox now owns 20,747 shares of the company’s stock valued at $604,000 after buying an additional 912 shares during the period. Brighton Jones LLC lifted its position in shares of Schwab U.S. Large-Cap Value ETF by 1.5% in the third quarter. Brighton Jones LLC now owns 24,563 shares of the company’s stock valued at $715,000 after buying an additional 369 shares during the last quarter. Finally, CWC Advisors LLC. lifted its position in shares of Schwab U.S. Large-Cap Value ETF by 18.0% in the third quarter. CWC Advisors LLC. now owns 9,677 shares of the company’s stock valued at $282,000 after buying an additional 1,478 shares during the last quarter.

Schwab U.S. Large-Cap Value ETF Trading Up 0.8%

SCHV stock opened at $29.82 on Tuesday. The firm has a market capitalization of $14.11 billion, a PE ratio of 19.08 and a beta of 0.90. Schwab U.S. Large-Cap Value ETF has a 1-year low of $23.08 and a 1-year high of $29.90. The business’s 50 day simple moving average is $29.19 and its 200 day simple moving average is $28.59.

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. 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.