Compound Planning Inc. Has $60.22 Million Stake in Schwab U.S. Large-Cap Value ETF $SCHV

Compound Planning Inc. cut its stake in Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV) by 5.7% during the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 1,974,442 shares of the company’s stock after selling 118,801 shares during the period. Schwab U.S. Large-Cap Value ETF accounts for 1.8% of Compound Planning Inc.’s portfolio, making the stock its 6th largest position. Compound Planning Inc. owned approximately 0.42% of Schwab U.S. Large-Cap Value ETF worth $60,220,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other large investors have also recently added to or reduced their stakes in SCHV. Valpey Financial Services LLC increased its position in shares of Schwab U.S. Large-Cap Value ETF by 2,913.4% in the 4th 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 during the third quarter worth about $68,742,000. Mather Group LLC. grew its stake in Schwab U.S. Large-Cap Value ETF by 3.0% in the fourth quarter. Mather Group LLC. now owns 35,128,777 shares of the company’s stock worth $1,040,163,000 after purchasing an additional 1,023,339 shares in the last quarter. TSG Advice Partners LLC acquired a new position in Schwab U.S. Large-Cap Value ETF in the first quarter worth about $30,871,000. Finally, World Investment Advisors increased its holdings in Schwab U.S. Large-Cap Value ETF by 101.6% in the first quarter. World Investment Advisors now owns 1,977,398 shares of the company’s stock valued at $60,311,000 after buying an additional 996,424 shares during the last quarter.

Schwab U.S. Large-Cap Value ETF Stock Up 0.1%

Shares of NYSEARCA SCHV opened at $34.22 on Friday. The stock’s 50 day moving average price is $34.00 and its two-hundred day moving average price is $32.33. Schwab U.S. Large-Cap Value ETF has a 52-week low of $27.39 and a 52-week high of $35.05. The stock has a market capitalization of $15.77 billion, a P/E ratio of 19.08 and a beta of 0.82.

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.