Martel Wealth Advisors Inc Sells 18,799 Shares of Schwab U.S. Large-Cap Value ETF $SCHV

Martel Wealth Advisors Inc cut its holdings in shares of Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV) by 3.6% in the third quarter, according to its most recent filing with the Securities and Exchange Commission. The fund owned 503,260 shares of the company’s stock after selling 18,799 shares during the quarter. Schwab U.S. Large-Cap Value ETF accounts for about 2.6% of Martel Wealth Advisors Inc’s portfolio, making the stock its 8th largest holding. Martel Wealth Advisors Inc’s holdings in Schwab U.S. Large-Cap Value ETF were worth $14,650,000 at the end of the most recent quarter.

Other institutional investors and hedge funds have also bought and sold shares of the company. Abound Wealth Management lifted its position in Schwab U.S. Large-Cap Value ETF by 993.1% during the second quarter. Abound Wealth Management now owns 951 shares of the company’s stock valued at $26,000 after purchasing an additional 864 shares during the period. First Community Trust NA purchased a new position in shares of Schwab U.S. Large-Cap Value ETF during the 2nd quarter valued at about $33,000. Keener Financial Planning LLC purchased a new position in shares of Schwab U.S. Large-Cap Value ETF during the 2nd quarter valued at about $34,000. Total Investment Management Inc. acquired a new position in shares of Schwab U.S. Large-Cap Value ETF in the 2nd quarter valued at about $41,000. Finally, Atticus Wealth Management LLC purchased a new stake in shares of Schwab U.S. Large-Cap Value ETF in the second quarter worth about $54,000.

Schwab U.S. Large-Cap Value ETF Trading Up 0.8%

Shares of SCHV stock opened at $29.82 on Tuesday. The stock has a 50 day moving average of $29.19 and a 200 day moving average of $28.59. The stock has a market cap of $14.11 billion, a P/E ratio of 19.08 and a beta of 0.90. Schwab U.S. Large-Cap Value ETF has a twelve month low of $23.08 and a twelve month high of $29.90.

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.