Schwab U.S. Large-Cap Value ETF $SCHV Holdings Lessened by Brady Martz Wealth Solutions LLC

Brady Martz Wealth Solutions LLC reduced its holdings in shares of Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV) by 9.0% in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 1,228,737 shares of the company’s stock after selling 121,492 shares during the period. Schwab U.S. Large-Cap Value ETF comprises 6.4% of Brady Martz Wealth Solutions LLC’s portfolio, making the stock its 2nd largest holding. Brady Martz Wealth Solutions LLC owned 0.26% of Schwab U.S. Large-Cap Value ETF worth $36,383,000 as of its most recent SEC filing.

Other institutional investors and hedge funds have also modified their holdings of the company. Stewardship Advisors LLC raised its holdings in Schwab U.S. Large-Cap Value ETF by 3.3% in the 4th quarter. Stewardship Advisors LLC now owns 63,073 shares of the company’s stock worth $1,868,000 after purchasing an additional 1,998 shares during the period. Silver Oak Securities Incorporated grew its holdings in Schwab U.S. Large-Cap Value ETF by 90.9% during the fourth quarter. Silver Oak Securities Incorporated now owns 94,018 shares of the company’s stock valued at $2,806,000 after purchasing an additional 44,764 shares during the period. Lighthouse Wealth Management Inc. increased its position in Schwab U.S. Large-Cap Value ETF by 8.1% in the fourth quarter. Lighthouse Wealth Management Inc. now owns 200,153 shares of the company’s stock worth $5,927,000 after buying an additional 15,042 shares in the last quarter. Meriwether Wealth & Planning LLC raised its stake in shares of Schwab U.S. Large-Cap Value ETF by 3.8% in the fourth quarter. Meriwether Wealth & Planning LLC now owns 763,768 shares of the company’s stock worth $22,615,000 after buying an additional 28,226 shares during the period. Finally, Cypress Financial Planning LLC bought a new position in shares of Schwab U.S. Large-Cap Value ETF in the fourth quarter worth about $3,254,000.

Schwab U.S. Large-Cap Value ETF Trading Up 2.0%

Shares of NYSEARCA:SCHV opened at $30.50 on Wednesday. The stock has a 50 day moving average of $31.33 and a 200 day moving average of $30.08. The company has a market cap of $14.66 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 $32.45.

Schwab U.S. Large-Cap Value ETF Company Profile

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.