Cliftonlarsonallen Wealth Advisors LLC Has $21.08 Million Stock Holdings in Schwab U.S. Large-Cap Value ETF $SCHV

Cliftonlarsonallen Wealth Advisors LLC trimmed its position in Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV) by 1.6% during the second quarter, according to its most recent 13F filing with the SEC. The fund owned 761,893 shares of the company’s stock after selling 12,356 shares during the period. Cliftonlarsonallen Wealth Advisors LLC owned about 0.17% of Schwab U.S. Large-Cap Value ETF worth $21,082,000 as of its most recent filing with the SEC.

A number of other institutional investors and hedge funds also recently made changes to their positions in the company. Abound Wealth Management increased its position in Schwab U.S. Large-Cap Value ETF by 993.1% in the second quarter. Abound Wealth Management now owns 951 shares of the company’s stock worth $26,000 after purchasing an additional 864 shares during the period. N.E.W. Advisory Services LLC acquired a new position in Schwab U.S. Large-Cap Value ETF during the 1st quarter valued at about $27,000. Dagco Inc. bought a new position in shares of Schwab U.S. Large-Cap Value ETF in the 1st quarter valued at about $28,000. Kessler Investment Group LLC bought a new position in shares of Schwab U.S. Large-Cap Value ETF in the 1st quarter valued at about $29,000. Finally, First Community Trust NA acquired a new stake in shares of Schwab U.S. Large-Cap Value ETF during the 2nd quarter worth approximately $33,000.

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

SCHV opened at $29.17 on Thursday. The firm has a 50 day simple moving average of $28.56 and a 200 day simple moving average of $27.27. Schwab U.S. Large-Cap Value ETF has a fifty-two week low of $23.08 and a fifty-two week high of $29.30. The company has a market cap of $13.36 billion, a price-to-earnings ratio of 19.08 and a beta of 0.94.

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.