Cypress Financial Planning LLC Takes $3.25 Million Position in Schwab U.S. Large-Cap Value ETF $SCHV

Cypress Financial Planning LLC acquired a new position in shares of Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV) in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor acquired 109,891 shares of the company’s stock, valued at approximately $3,254,000. Schwab U.S. Large-Cap Value ETF accounts for about 0.9% of Cypress Financial Planning LLC’s holdings, making the stock its 18th largest holding.

A number of other hedge funds have also modified their holdings of SCHV. Sei Investments Co. raised its position in Schwab U.S. Large-Cap Value ETF by 3.0% during the third 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 in the last quarter. Mather Group LLC. increased its stake in shares of Schwab U.S. Large-Cap Value ETF by 3.0% during the 4th quarter. Mather Group LLC. now owns 35,128,777 shares of the company’s stock worth $1,040,163,000 after purchasing an additional 1,023,339 shares during the last quarter. Envestnet Asset Management Inc. increased its stake in shares of Schwab U.S. Large-Cap Value ETF by 3.2% during the 3rd quarter. Envestnet Asset Management Inc. now owns 16,686,727 shares of the company’s stock worth $485,751,000 after purchasing an additional 518,827 shares during the last quarter. Osaic Holdings Inc. raised its holdings in shares of Schwab U.S. Large-Cap Value ETF by 3.7% in the 2nd quarter. Osaic Holdings Inc. now owns 11,980,931 shares of the company’s stock valued at $331,516,000 after purchasing an additional 426,274 shares during the period. Finally, Avantax Planning Partners Inc. raised its holdings in shares of Schwab U.S. Large-Cap Value ETF by 1.3% in the 3rd quarter. Avantax Planning Partners Inc. now owns 10,079,785 shares of the company’s stock valued at $293,423,000 after purchasing an additional 133,585 shares during the period.

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

Shares of NYSEARCA:SCHV opened at $30.03 on Friday. Schwab U.S. Large-Cap Value ETF has a 52-week low of $23.08 and a 52-week high of $32.45. The company has a market capitalization of $14.43 billion, a P/E ratio of 19.08 and a beta of 0.90. The company has a 50-day simple moving average of $31.35 and a 200 day simple moving average of $30.05.

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.