Everhart Financial Group Inc. Sells 33,435 Shares of Schwab U.S. Large-Cap Value ETF $SCHV

Everhart Financial Group Inc. reduced its position in shares of Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV) by 20.6% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 129,225 shares of the company’s stock after selling 33,435 shares during the period. Everhart Financial Group Inc.’s holdings in Schwab U.S. Large-Cap Value ETF were worth $3,826,000 at the end of the most recent quarter.

Several other institutional investors have also recently made changes to their positions in the company. Vantagepoint Investment Advisers LLC purchased a new stake in shares of Schwab U.S. Large-Cap Value ETF in the third quarter worth $245,980,000. Sei Investments Co. grew its position in Schwab U.S. Large-Cap Value ETF by 6.0% during the second quarter. Sei Investments Co. now owns 43,062,193 shares of the company’s stock worth $1,191,532,000 after buying an additional 2,420,337 shares in the last quarter. Wellington Management Group LLP bought a new position in Schwab U.S. Large-Cap Value ETF in the 3rd quarter worth about $68,742,000. Mather Group LLC. increased its stake in Schwab U.S. Large-Cap Value ETF by 3.4% in the 3rd quarter. Mather Group LLC. now owns 34,105,438 shares of the company’s stock worth $992,809,000 after acquiring an additional 1,113,321 shares during the last quarter. Finally, Exchange Traded Concepts LLC raised its holdings in shares of Schwab U.S. Large-Cap Value ETF by 68.1% in the 3rd quarter. Exchange Traded Concepts LLC now owns 1,827,049 shares of the company’s stock valued at $53,185,000 after acquiring an additional 740,288 shares in the last quarter.

Schwab U.S. Large-Cap Value ETF Trading Down 1.2%

Shares of SCHV opened at $30.22 on Friday. The company has a market cap of $14.52 billion, a PE ratio of 19.08 and a beta of 0.90. The stock has a 50-day moving average price of $31.39 and a 200-day moving average price of $29.98. Schwab U.S. Large-Cap Value ETF has a 12-month low of $23.08 and a 12-month high of $32.45.

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.