WealthShield Partners LLC Sells 54,147 Shares of Schwab U.S. Large-Cap Value ETF $SCHV

WealthShield Partners LLC decreased its holdings in Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV) by 15.9% in the 1st quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 287,278 shares of the company’s stock after selling 54,147 shares during the quarter. Schwab U.S. Large-Cap Value ETF makes up about 1.0% of WealthShield Partners LLC’s investment portfolio, making the stock its 21st largest position. WealthShield Partners LLC owned approximately 0.06% of Schwab U.S. Large-Cap Value ETF worth $8,762,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds also recently bought and sold shares of the business. Valpey Financial Services LLC grew its holdings in shares of Schwab U.S. Large-Cap Value ETF by 2,913.4% during the fourth quarter. Valpey Financial Services LLC now owns 6,251,249 shares of the company’s stock worth $185,099,000 after purchasing an additional 6,043,804 shares during the last quarter. Wellington Management Group LLP bought a new position in shares of Schwab U.S. Large-Cap Value ETF in the third quarter valued at about $68,742,000. Sei Investments Co. lifted its position in Schwab U.S. Large-Cap Value ETF by 3.0% during the 3rd quarter. Sei Investments Co. now owns 44,357,295 shares of the company’s stock worth $1,291,242,000 after buying an additional 1,295,102 shares in the last quarter. Mather Group LLC. lifted its position in Schwab U.S. Large-Cap Value ETF by 3.0% during the 4th quarter. Mather Group LLC. now owns 35,128,777 shares of the company’s stock worth $1,040,163,000 after buying an additional 1,023,339 shares in the last quarter. Finally, TSG Advice Partners LLC bought a new stake in Schwab U.S. Large-Cap Value ETF during the 1st quarter worth about $30,871,000.

Schwab U.S. Large-Cap Value ETF Stock Up 0.2%

NYSEARCA:SCHV traded up $0.07 during mid-day trading on Friday, reaching $34.39. 1,920,876 shares of the company were exchanged, compared to its average volume of 4,171,099. The stock has a market cap of $15.75 billion, a PE ratio of 19.08 and a beta of 0.82. Schwab U.S. Large-Cap Value ETF has a 12 month low of $27.39 and a 12 month high of $35.05. The company has a fifty day moving average of $33.76 and a 200 day moving average of $32.05.

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.