Total Wealth Planning LLC Raises Stock Holdings in Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV)

Total Wealth Planning LLC grew its stake in shares of Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV) by 175.5% during the fourth quarter, Holdings Channel reports. The institutional investor owned 292,678 shares of the company’s stock after buying an additional 186,440 shares during the period. Schwab U.S. Large-Cap Value ETF comprises 1.2% of Total Wealth Planning LLC’s holdings, making the stock its 19th biggest position. Total Wealth Planning LLC’s holdings in Schwab U.S. Large-Cap Value ETF were worth $7,630,000 as of its most recent SEC filing.

A number of other large investors have also recently made changes to their positions in the stock. Copley Financial Group Inc. purchased a new position in Schwab U.S. Large-Cap Value ETF during the third quarter valued at approximately $57,000. Denver PWM LLC raised its position in shares of Schwab U.S. Large-Cap Value ETF by 1.6% during the 3rd quarter. Denver PWM LLC now owns 230,667 shares of the company’s stock valued at $18,539,000 after purchasing an additional 3,607 shares during the period. Pine Valley Investments Ltd Liability Co raised its position in shares of Schwab U.S. Large-Cap Value ETF by 38.4% during the 3rd quarter. Pine Valley Investments Ltd Liability Co now owns 4,310 shares of the company’s stock valued at $346,000 after purchasing an additional 1,195 shares during the period. Sculati Wealth Management LLC lifted its stake in shares of Schwab U.S. Large-Cap Value ETF by 106.6% during the 3rd quarter. Sculati Wealth Management LLC now owns 62,397 shares of the company’s stock valued at $4,741,000 after buying an additional 32,192 shares in the last quarter. Finally, Destination Wealth Management bought a new position in Schwab U.S. Large-Cap Value ETF in the 3rd quarter worth $278,000.

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

Shares of SCHV stock opened at $26.70 on Friday. The stock has a fifty day simple moving average of $26.88 and a two-hundred day simple moving average of $26.33. The firm has a market capitalization of $3.86 billion, a PE ratio of 17.88 and a beta of 0.77. Schwab U.S. Large-Cap Value ETF has a 52-week low of $22.84 and a 52-week high of $28.19.

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.