Brady Martz Wealth Solutions LLC lowered its stake in shares of Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV – Free Report) by 3.3% during the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 1,350,229 shares of the company’s stock after selling 46,116 shares during the quarter. Schwab U.S. Large-Cap Value ETF makes up about 7.1% of Brady Martz Wealth Solutions LLC’s holdings, making the stock its 2nd biggest position. Brady Martz Wealth Solutions LLC owned 0.29% of Schwab U.S. Large-Cap Value ETF worth $39,305,000 as of its most recent filing with the Securities and Exchange Commission.
Several other large investors have also modified their holdings of SCHV. Abound Wealth Management lifted its holdings in shares of Schwab U.S. Large-Cap Value ETF by 993.1% in the 2nd quarter. Abound Wealth Management now owns 951 shares of the company’s stock valued at $26,000 after purchasing an additional 864 shares during the last quarter. First Community Trust NA acquired a new position in Schwab U.S. Large-Cap Value ETF during the second quarter worth approximately $33,000. Keener Financial Planning LLC acquired a new position in Schwab U.S. Large-Cap Value ETF during the second quarter worth approximately $34,000. Total Investment Management Inc. purchased a new stake in Schwab U.S. Large-Cap Value ETF in the second quarter valued at approximately $41,000. Finally, Atticus Wealth Management LLC acquired a new stake in shares of Schwab U.S. Large-Cap Value ETF in the second quarter valued at approximately $54,000.
Schwab U.S. Large-Cap Value ETF Trading Up 0.5%
Shares of SCHV opened at $29.95 on Thursday. The company’s 50 day simple moving average is $29.23 and its 200-day simple moving average is $28.62. The firm has a market cap of $14.17 billion, a PE ratio of 19.08 and a beta of 0.90. Schwab U.S. Large-Cap Value ETF has a 12-month low of $23.08 and a 12-month high of $29.99.
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.
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