Schwab U.S. Large-Cap Value ETF $SCHV Stock Holdings Lowered by Mokosak Advisory Group LLC

Mokosak Advisory Group LLC lowered its position in shares of Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV) by 1.3% in the 1st quarter, HoldingsChannel reports. The institutional investor owned 3,008,501 shares of the company’s stock after selling 39,960 shares during the quarter. Schwab U.S. Large-Cap Value ETF accounts for about 23.0% of Mokosak Advisory Group LLC’s holdings, making the stock its biggest holding. Mokosak Advisory Group LLC’s holdings in Schwab U.S. Large-Cap Value ETF were worth $91,762,000 at the end of the most recent quarter.

A number of other large investors have also added to or reduced their stakes in SCHV. Meramec Financial Planners LLC raised its stake in shares of Schwab U.S. Large-Cap Value ETF by 6.3% during the first quarter. Meramec Financial Planners LLC now owns 45,978 shares of the company’s stock valued at $1,475,000 after acquiring an additional 2,723 shares during the last quarter. PFG Investments LLC bought a new position in Schwab U.S. Large-Cap Value ETF during the 1st quarter valued at approximately $280,000. World Investment Advisors lifted its holdings in Schwab U.S. Large-Cap Value ETF by 101.6% in the 1st quarter. World Investment Advisors now owns 1,977,398 shares of the company’s stock worth $60,311,000 after buying an additional 996,424 shares during the period. USAdvisors Wealth Management LLC lifted its holdings in Schwab U.S. Large-Cap Value ETF by 4.4% in the 1st quarter. USAdvisors Wealth Management LLC now owns 730,681 shares of the company’s stock worth $21,847,000 after buying an additional 30,565 shares during the period. Finally, Elevation Point Wealth Partners LLC bought a new stake in shares of Schwab U.S. Large-Cap Value ETF in the 1st quarter worth approximately $324,000.

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

Shares of Schwab U.S. Large-Cap Value ETF stock opened at $34.43 on Friday. The business has a 50 day moving average of $33.53 and a 200 day moving average of $31.88. Schwab U.S. Large-Cap Value ETF has a 52 week low of $27.39 and a 52 week high of $35.05. The company has a market cap of $15.76 billion, a PE ratio of 19.08 and a beta of 0.82.

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. 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.