Schwab U.S. Large-Cap Value ETF $SCHV Position Reduced by Diversified Portfolios Inc.

Diversified Portfolios Inc. trimmed its stake in shares of Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV) by 8.2% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 355,790 shares of the company’s stock after selling 31,821 shares during the quarter. Schwab U.S. Large-Cap Value ETF makes up 0.9% of Diversified Portfolios Inc.’s portfolio, making the stock its 26th biggest position. Diversified Portfolios Inc.’s holdings in Schwab U.S. Large-Cap Value ETF were worth $10,535,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other large investors have also recently added to or reduced their stakes in the stock. Blue Bell Private Wealth Management LLC boosted its stake in Schwab U.S. Large-Cap Value ETF by 2.2% during the 4th quarter. Blue Bell Private Wealth Management LLC now owns 145,228 shares of the company’s stock valued at $4,300,000 after acquiring an additional 3,154 shares during the last quarter. Fisher Asset Management LLC bought a new position in Schwab U.S. Large-Cap Value ETF during the 4th quarter valued at $524,000. Clearstead Advisors LLC boosted its stake in Schwab U.S. Large-Cap Value ETF by 3.2% during the 4th quarter. Clearstead Advisors LLC now owns 85,324 shares of the company’s stock valued at $2,526,000 after acquiring an additional 2,665 shares during the last quarter. Allen Capital Group LLC boosted its stake in Schwab U.S. Large-Cap Value ETF by 9.4% during the 4th quarter. Allen Capital Group LLC now owns 113,821 shares of the company’s stock valued at $3,370,000 after acquiring an additional 9,755 shares during the last quarter. Finally, LifePlan Investment Advisors Inc. boosted its stake in Schwab U.S. Large-Cap Value ETF by 1.7% during the 4th quarter. LifePlan Investment Advisors Inc. now owns 134,753 shares of the company’s stock valued at $3,990,000 after acquiring an additional 2,225 shares during the last quarter.

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

Shares of NYSEARCA:SCHV opened at $33.31 on Tuesday. The stock has a market capitalization of $15.59 billion, a price-to-earnings ratio of 19.08 and a beta of 0.83. Schwab U.S. Large-Cap Value ETF has a 1-year low of $26.21 and a 1-year high of $33.41. The company’s fifty day moving average is $31.69 and its two-hundred day moving average is $30.88.

About Schwab U.S. Large-Cap Value ETF

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.