Grant GrossMendelsohn LLC Cuts Position in Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV)

Grant GrossMendelsohn LLC lessened its holdings in Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV) by 2.1% in the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 45,834 shares of the company’s stock after selling 978 shares during the period. Schwab U.S. Large-Cap Value ETF comprises about 1.3% of Grant GrossMendelsohn LLC’s portfolio, making the stock its 20th largest holding. Grant GrossMendelsohn LLC’s holdings in Schwab U.S. Large-Cap Value ETF were worth $3,233,000 at the end of the most recent quarter.

Other large investors also recently bought and sold shares of the company. Tennessee Valley Asset Management Partners purchased a new stake in Schwab U.S. Large-Cap Value ETF during the 4th quarter worth approximately $31,000. CVA Family Office LLC acquired a new position in shares of Schwab U.S. Large-Cap Value ETF during the 4th quarter worth approximately $32,000. Briaud Financial Planning Inc acquired a new position in shares of Schwab U.S. Large-Cap Value ETF during the 3rd quarter worth approximately $33,000. Clearstead Advisors LLC boosted its holdings in shares of Schwab U.S. Large-Cap Value ETF by 224.0% during the 3rd quarter. Clearstead Advisors LLC now owns 580 shares of the company’s stock worth $34,000 after purchasing an additional 401 shares during the last quarter. Finally, Gradient Investments LLC acquired a new position in shares of Schwab U.S. Large-Cap Value ETF during the 3rd quarter worth approximately $35,000.

Schwab U.S. Large-Cap Value ETF Stock Down 0.6 %

Shares of Schwab U.S. Large-Cap Value ETF stock traded down $0.42 on Monday, hitting $72.25. 382,430 shares of the company were exchanged, compared to its average volume of 447,038. The stock has a market capitalization of $10.44 billion, a price-to-earnings ratio of 17.89 and a beta of 0.77. The company has a 50-day moving average price of $73.38 and a 200 day moving average price of $69.14. Schwab U.S. Large-Cap Value ETF has a 1-year low of $60.99 and a 1-year high of $76.13.

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.