Schwab U.S. Large-Cap Value ETF $SCHV is Weinberger Asset Management Inc’s 9th Largest Position

Weinberger Asset Management Inc lessened its stake in Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV) by 6.4% in the 4th quarter, according to its most recent filing with the SEC. The firm owned 276,119 shares of the company’s stock after selling 18,819 shares during the quarter. Schwab U.S. Large-Cap Value ETF accounts for approximately 2.9% of Weinberger Asset Management Inc’s portfolio, making the stock its 9th biggest position. Weinberger Asset Management Inc’s holdings in Schwab U.S. Large-Cap Value ETF were worth $8,176,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors have also made changes to their positions in the company. JPL Wealth Management LLC purchased a new position in shares of Schwab U.S. Large-Cap Value ETF in the 3rd quarter valued at about $26,000. Laurel Wealth Advisors LLC purchased a new stake in Schwab U.S. Large-Cap Value ETF during the fourth quarter worth approximately $27,000. REAP Financial Group LLC purchased a new stake in Schwab U.S. Large-Cap Value ETF in the third quarter valued at approximately $48,000. United Financial Planning Group LLC purchased a new stake in Schwab U.S. Large-Cap Value ETF in the third quarter valued at approximately $61,000. Finally, Fifth Third Bancorp lifted its stake in Schwab U.S. Large-Cap Value ETF by 508.5% in the fourth quarter. Fifth Third Bancorp now owns 2,209 shares of the company’s stock valued at $65,000 after buying an additional 1,846 shares during the last quarter.

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

Shares of NYSEARCA SCHV opened at $33.31 on Monday. Schwab U.S. Large-Cap Value ETF has a twelve month low of $26.21 and a twelve month high of $33.41. The stock has a 50 day moving average of $31.64 and a two-hundred day moving average of $30.85. The stock has a market cap of $15.59 billion, a P/E ratio of 19.08 and a beta of 0.83.

Schwab U.S. Large-Cap Value ETF 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.