Schwab U.S. Large-Cap Value ETF $SCHV Shares Sold by Waterford Advisors LLC

Waterford Advisors LLC reduced its position in Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV) by 76.7% during the 4th quarter, Holdings Channel.com reports. The firm owned 34,807 shares of the company’s stock after selling 114,567 shares during the period. Schwab U.S. Large-Cap Value ETF accounts for about 0.4% of Waterford Advisors LLC’s portfolio, making the stock its 21st biggest position. Waterford Advisors LLC’s holdings in Schwab U.S. Large-Cap Value ETF were worth $1,140,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other large investors have also made changes to their positions in the business. JPL Wealth Management LLC acquired a new stake in shares of Schwab U.S. Large-Cap Value ETF in the 3rd quarter worth $26,000. Laurel Wealth Advisors LLC acquired a new position in Schwab U.S. Large-Cap Value ETF during the 4th quarter valued at about $27,000. IFC & Insurance Marketing Inc. acquired a new position in Schwab U.S. Large-Cap Value ETF during the 4th quarter valued at about $38,000. Acumen Wealth Advisors LLC acquired a new position in Schwab U.S. Large-Cap Value ETF during the 4th quarter valued at about $47,000. Finally, Arax Advisory Partners purchased a new stake in Schwab U.S. Large-Cap Value ETF in the fourth quarter valued at about $52,000.

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

Shares of NYSEARCA SCHV opened at $34.56 on Friday. The company has a market cap of $16.18 billion, a PE ratio of 19.08 and a beta of 0.83. The business has a 50-day simple moving average of $32.91 and a two-hundred day simple moving average of $31.51. Schwab U.S. Large-Cap Value ETF has a fifty-two week low of $27.01 and a fifty-two week high of $35.05.

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.