Capital Planning LLC Grows Holdings in Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV)

Capital Planning LLC lifted its holdings in Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV) by 203.7% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 331,742 shares of the company’s stock after buying an additional 222,509 shares during the quarter. Schwab U.S. Large-Cap Value ETF makes up about 2.3% of Capital Planning LLC’s holdings, making the stock its 14th biggest holding. Capital Planning LLC owned 0.23% of Schwab U.S. Large-Cap Value ETF worth $8,649,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors have also recently modified their holdings of the company. Copley Financial Group Inc. purchased a new stake in shares of Schwab U.S. Large-Cap Value ETF in the 3rd quarter worth about $57,000. Denver PWM LLC grew its position in Schwab U.S. Large-Cap Value ETF by 1.6% during the 3rd quarter. Denver PWM LLC now owns 230,667 shares of the company’s stock valued at $18,539,000 after purchasing an additional 3,607 shares during the last quarter. Pine Valley Investments Ltd Liability Co boosted its holdings in shares of Schwab U.S. Large-Cap Value ETF by 38.4% during the 3rd quarter. Pine Valley Investments Ltd Liability Co now owns 4,310 shares of the company’s stock valued at $346,000 after acquiring an additional 1,195 shares during the last quarter. Sculati Wealth Management LLC boosted its holdings in shares of Schwab U.S. Large-Cap Value ETF by 106.6% during the 3rd quarter. Sculati Wealth Management LLC now owns 62,397 shares of the company’s stock valued at $4,741,000 after acquiring an additional 32,192 shares during the last quarter. Finally, Destination Wealth Management purchased a new stake in shares of Schwab U.S. Large-Cap Value ETF during the 3rd quarter valued at about $278,000.

Schwab U.S. Large-Cap Value ETF Stock Up 0.8 %

Shares of NYSEARCA SCHV opened at $26.70 on Friday. The firm’s 50-day moving average price is $26.88 and its 200-day moving average price is $26.33. The company has a market cap of $3.86 billion, a PE ratio of 17.88 and a beta of 0.77. Schwab U.S. Large-Cap Value ETF has a 52-week low of $22.84 and a 52-week high of $28.19.

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.