Compound Planning Inc. Has $60.86 Million Holdings in Schwab U.S. Large-Cap Value ETF $SCHV

Compound Planning Inc. raised its stake in shares of Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV) by 11.1% in the third quarter, according to its most recent filing with the Securities & Exchange Commission. The institutional investor owned 2,090,688 shares of the company’s stock after buying an additional 209,251 shares during the quarter. Schwab U.S. Large-Cap Value ETF comprises 2.0% of Compound Planning Inc.’s portfolio, making the stock its 7th largest holding. Compound Planning Inc. owned approximately 0.44% of Schwab U.S. Large-Cap Value ETF worth $60,860,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other institutional investors and hedge funds have also recently modified their holdings of the company. Total Investment Management Inc. bought a new position in shares of Schwab U.S. Large-Cap Value ETF in the second quarter valued at approximately $41,000. REAP Financial Group LLC purchased a new stake in Schwab U.S. Large-Cap Value ETF in the 3rd quarter worth approximately $48,000. Caldwell Trust Co bought a new position in Schwab U.S. Large-Cap Value ETF in the 2nd quarter valued at $62,000. Root Financial Partners LLC bought a new position in Schwab U.S. Large-Cap Value ETF in the 3rd quarter valued at $91,000. Finally, Traub Capital Management LLC purchased a new position in shares of Schwab U.S. Large-Cap Value ETF during the 2nd quarter valued at $98,000.

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

Schwab U.S. Large-Cap Value ETF stock opened at $31.93 on Tuesday. Schwab U.S. Large-Cap Value ETF has a fifty-two week low of $23.08 and a fifty-two week high of $32.45. The stock has a market cap of $15.34 billion, a P/E ratio of 19.08 and a beta of 0.90. The firm’s fifty day moving average price is $30.85 and its 200-day moving average price is $29.62.

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.