Mission Wealth Management LP Trims Stake in Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV)

Mission Wealth Management LP cut its stake in shares of Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHVFree Report) by 53.9% during the 4th quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 3,159 shares of the company’s stock after selling 3,697 shares during the period. Mission Wealth Management LP’s holdings in Schwab U.S. Large-Cap Value ETF were worth $221,000 at the end of the most recent quarter.

Several other hedge funds have also bought and sold shares of the stock. Nadler Financial Group Inc. lifted its position in shares of Schwab U.S. Large-Cap Value ETF by 47.5% during the 4th quarter. Nadler Financial Group Inc. now owns 53,910 shares of the company’s stock valued at $3,779,000 after buying an additional 17,350 shares in the last quarter. Mokosak Advisory Group LLC lifted its holdings in Schwab U.S. Large-Cap Value ETF by 2.9% during the fourth quarter. Mokosak Advisory Group LLC now owns 822,674 shares of the company’s stock valued at $57,668,000 after purchasing an additional 23,321 shares in the last quarter. RWA Wealth Partners LLC boosted its position in shares of Schwab U.S. Large-Cap Value ETF by 184.6% in the fourth quarter. RWA Wealth Partners LLC now owns 97,919 shares of the company’s stock worth $6,864,000 after purchasing an additional 63,511 shares during the period. Sunbelt Securities Inc. increased its stake in shares of Schwab U.S. Large-Cap Value ETF by 14.8% in the third quarter. Sunbelt Securities Inc. now owns 96,147 shares of the company’s stock worth $6,198,000 after purchasing an additional 12,416 shares in the last quarter. Finally, Raymond James & Associates raised its position in shares of Schwab U.S. Large-Cap Value ETF by 2.4% during the 3rd quarter. Raymond James & Associates now owns 38,762 shares of the company’s stock valued at $2,499,000 after purchasing an additional 916 shares during the period.

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

Shares of Schwab U.S. Large-Cap Value ETF stock opened at $73.21 on Friday. Schwab U.S. Large-Cap Value ETF has a fifty-two week low of $60.99 and a fifty-two week high of $76.13. The company has a market capitalization of $10.57 billion, a P/E ratio of 17.88 and a beta of 0.77. The company has a fifty day moving average of $73.76 and a 200 day moving average of $69.99.

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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