Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV) Holdings Lowered by Curtis Advisory Group LLC

Curtis Advisory Group LLC reduced its stake in Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHVFree Report) by 18.9% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 68,009 shares of the company’s stock after selling 15,840 shares during the period. Schwab U.S. Large-Cap Value ETF accounts for approximately 2.2% of Curtis Advisory Group LLC’s holdings, making the stock its 14th biggest position. Curtis Advisory Group LLC’s holdings in Schwab U.S. Large-Cap Value ETF were worth $4,767,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds have also made changes to their positions in the company. Joule Financial LLC boosted its holdings in Schwab U.S. Large-Cap Value ETF by 1.5% during the fourth quarter. Joule Financial LLC now owns 11,423 shares of the company’s stock worth $801,000 after buying an additional 168 shares in the last quarter. Kolinsky Wealth Management LLC boosted its stake in shares of Schwab U.S. Large-Cap Value ETF by 1.3% during the 1st quarter. Kolinsky Wealth Management LLC now owns 13,176 shares of the company’s stock worth $864,000 after acquiring an additional 169 shares in the last quarter. Bfsg LLC grew its holdings in shares of Schwab U.S. Large-Cap Value ETF by 1.4% in the 3rd quarter. Bfsg LLC now owns 12,424 shares of the company’s stock worth $801,000 after acquiring an additional 173 shares during the last quarter. Cambridge Advisors Inc. raised its position in shares of Schwab U.S. Large-Cap Value ETF by 5.1% during the fourth quarter. Cambridge Advisors Inc. now owns 3,832 shares of the company’s stock worth $269,000 after purchasing an additional 185 shares during the period. Finally, Geometric Wealth Advisors boosted its position in shares of Schwab U.S. Large-Cap Value ETF by 5.0% in the 3rd quarter. Geometric Wealth Advisors now owns 3,982 shares of the company’s stock valued at $257,000 after purchasing an additional 188 shares during the period.

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

SCHV traded down $1.07 during trading on Friday, reaching $72.67. The company had a trading volume of 319,694 shares, compared to its average volume of 447,949. The firm’s 50-day simple moving average is $73.35 and its 200 day simple moving average is $69.02. The company has a market cap of $10.60 billion, a price-to-earnings ratio of 14.67 and a beta of 0.94. Schwab U.S. Large-Cap Value ETF has a 12-month low of $60.99 and a 12-month high of $76.13.

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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