Capital Planning LLC Increases Stake in Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV)

Capital Planning LLC raised its stake in shares of Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHVFree Report) by 203.7% in the fourth quarter, HoldingsChannel reports. The institutional investor owned 331,742 shares of the company’s stock after acquiring an additional 222,509 shares during the period. Schwab U.S. Large-Cap Value ETF makes up about 2.3% of Capital Planning LLC’s holdings, making the stock its 14th largest holding. Capital Planning LLC’s holdings in Schwab U.S. Large-Cap Value ETF were worth $8,649,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other institutional investors have also added to or reduced their stakes in the company. Tidemark LLC purchased a new position in Schwab U.S. Large-Cap Value ETF during the third quarter worth $32,000. Copley Financial Group Inc. purchased a new position in Schwab U.S. Large-Cap Value ETF during the third quarter worth $57,000. Northwest Investment Counselors LLC purchased a new position in Schwab U.S. Large-Cap Value ETF during the third quarter worth $67,000. Versant Capital Management Inc boosted its stake in Schwab U.S. Large-Cap Value ETF by 182.1% during the fourth quarter. Versant Capital Management Inc now owns 1,278 shares of the company’s stock worth $33,000 after buying an additional 825 shares during the period. Finally, Kennebec Savings Bank purchased a new position in Schwab U.S. Large-Cap Value ETF during the third quarter worth $106,000.

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

NYSEARCA SCHV opened at $26.70 on Friday. The company has a fifty day moving average of $26.88 and a two-hundred day moving average of $26.33. The firm has a market capitalization of $3.86 billion, a price-to-earnings ratio of 17.88 and a beta of 0.77. Schwab U.S. Large-Cap Value ETF has a 52 week low of $22.84 and a 52 week high of $28.19.

Schwab U.S. Large-Cap Value ETF Profile

(Free Report)

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.

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Institutional Ownership by Quarter for Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV)

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