Sculati Wealth Management LLC Cuts Stock Holdings in Schwab U.S. Large-Cap Value ETF $SCHV

Sculati Wealth Management LLC lowered its position in shares of Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV) by 17.8% in the second quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 23,656 shares of the company’s stock after selling 5,124 shares during the quarter. Sculati Wealth Management LLC’s holdings in Schwab U.S. Large-Cap Value ETF were worth $655,000 as of its most recent SEC filing.

A number of other institutional investors have also recently made changes to their positions in SCHV. Brighton Jones LLC boosted its stake in Schwab U.S. Large-Cap Value ETF by 282.6% during the 4th quarter. Brighton Jones LLC now owns 28,473 shares of the company’s stock worth $742,000 after purchasing an additional 21,031 shares during the last quarter. Revolve Wealth Partners LLC boosted its stake in Schwab U.S. Large-Cap Value ETF by 200.2% during the fourth quarter. Revolve Wealth Partners LLC now owns 20,879 shares of the company’s stock worth $544,000 after buying an additional 13,925 shares during the last quarter. Independent Wealth Network Inc. grew its holdings in Schwab U.S. Large-Cap Value ETF by 41.5% in the 1st quarter. Independent Wealth Network Inc. now owns 19,131 shares of the company’s stock valued at $509,000 after buying an additional 5,614 shares in the last quarter. Gradient Capital Advisors LLC grew its holdings in Schwab U.S. Large-Cap Value ETF by 1.5% in the 1st quarter. Gradient Capital Advisors LLC now owns 45,163 shares of the company’s stock valued at $1,200,000 after buying an additional 648 shares in the last quarter. Finally, Ring Mountain Capital LLC increased its stake in shares of Schwab U.S. Large-Cap Value ETF by 4.3% in the 1st quarter. Ring Mountain Capital LLC now owns 23,076 shares of the company’s stock worth $613,000 after acquiring an additional 946 shares during the last quarter.

Schwab U.S. Large-Cap Value ETF Trading Down 0.3%

Shares of SCHV opened at $28.99 on Friday. Schwab U.S. Large-Cap Value ETF has a 12-month low of $23.08 and a 12-month high of $29.48. The firm has a 50-day moving average price of $29.01 and a 200 day moving average price of $28.06. The firm has a market capitalization of $13.72 billion, a P/E ratio of 19.08 and a beta of 0.90.

Schwab U.S. Large-Cap Value ETF Company 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.