Total Wealth Planning LLC Trims Stock Holdings in Schwab U.S. Large-Cap Value ETF $SCHV

Total Wealth Planning LLC decreased its stake in Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV) by 94.8% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 16,150 shares of the company’s stock after selling 293,554 shares during the quarter. Schwab U.S. Large-Cap Value ETF makes up 1.0% of Total Wealth Planning LLC’s portfolio, making the stock its 24th biggest holding. Total Wealth Planning LLC’s holdings in Schwab U.S. Large-Cap Value ETF were worth $478,000 as of its most recent filing with the Securities & Exchange Commission.

Other hedge funds and other institutional investors have also bought and sold shares of the company. JPL Wealth Management LLC purchased a new stake in Schwab U.S. Large-Cap Value ETF in the third quarter worth about $26,000. Laurel Wealth Advisors LLC purchased a new stake in Schwab U.S. Large-Cap Value ETF in the fourth quarter worth about $27,000. IFC & Insurance Marketing Inc. purchased a new stake in shares of Schwab U.S. Large-Cap Value ETF during the fourth quarter worth about $38,000. United Financial Planning Group LLC purchased a new stake in shares of Schwab U.S. Large-Cap Value ETF during the third quarter worth about $61,000. Finally, Fifth Third Bancorp grew its position in shares of Schwab U.S. Large-Cap Value ETF by 508.5% during the fourth quarter. Fifth Third Bancorp now owns 2,209 shares of the company’s stock worth $65,000 after purchasing an additional 1,846 shares in the last quarter.

Schwab U.S. Large-Cap Value ETF Trading Up 1.0%

NYSEARCA:SCHV opened at $34.47 on Friday. Schwab U.S. Large-Cap Value ETF has a 12-month low of $27.00 and a 12-month high of $34.56. The stock has a 50-day moving average price of $32.61 and a 200 day moving average price of $31.35. The stock has a market capitalization of $16.13 billion, a P/E ratio of 19.08 and a beta of 0.83.

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.