Compound Planning Inc. Increases Position in Schwab U.S. Large-Cap Value ETF $SCHV

Compound Planning Inc. increased its stake in Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV) by 11.1% in the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 2,090,688 shares of the company’s stock after acquiring an additional 209,251 shares during the period. Schwab U.S. Large-Cap Value ETF comprises about 2.0% of Compound Planning Inc.’s holdings, making the stock its 7th largest holding. Compound Planning Inc.’s holdings in Schwab U.S. Large-Cap Value ETF were worth $60,860,000 as of its most recent filing with the Securities and Exchange Commission.

Other institutional investors also recently bought and sold shares of the company. Dakota Wealth Management increased its stake in Schwab U.S. Large-Cap Value ETF by 0.5% in the 3rd quarter. Dakota Wealth Management now owns 157,913 shares of the company’s stock worth $4,597,000 after purchasing an additional 849 shares during the period. EverSource Wealth Advisors LLC increased its stake in shares of Schwab U.S. Large-Cap Value ETF by 72,232.4% in the third quarter. EverSource Wealth Advisors LLC now owns 80,289 shares of the company’s stock worth $2,337,000 after buying an additional 80,178 shares during the period. Fortis Capital Management LLC purchased a new position in shares of Schwab U.S. Large-Cap Value ETF in the third quarter worth $328,000. Lowery Thomas LLC raised its holdings in Schwab U.S. Large-Cap Value ETF by 3.2% during the 3rd quarter. Lowery Thomas LLC now owns 223,696 shares of the company’s stock valued at $6,512,000 after buying an additional 6,847 shares during the last quarter. Finally, Geometric Wealth Advisors boosted its position in Schwab U.S. Large-Cap Value ETF by 8.6% during the 3rd quarter. Geometric Wealth Advisors now owns 14,370 shares of the company’s stock valued at $418,000 after buying an additional 1,141 shares during the period.

Schwab U.S. Large-Cap Value ETF Stock Down 0.9%

Shares of Schwab U.S. Large-Cap Value ETF stock opened at $31.93 on Tuesday. The firm has a market cap of $15.34 billion, a PE ratio of 19.08 and a beta of 0.90. Schwab U.S. Large-Cap Value ETF has a 12-month low of $23.08 and a 12-month high of $32.45. The company’s fifty day simple moving average is $30.85 and its two-hundred day simple moving average is $29.62.

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.