Cypress Financial Planning LLC Purchases New Stake in Schwab U.S. Large-Cap Value ETF $SCHV

Cypress Financial Planning LLC purchased a new stake in shares of Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV) in the 4th quarter, according to the company in its most recent disclosure with the SEC. The firm purchased 109,891 shares of the company’s stock, valued at approximately $3,254,000. Schwab U.S. Large-Cap Value ETF comprises about 0.9% of Cypress Financial Planning LLC’s investment portfolio, making the stock its 18th biggest position.

A number of other hedge funds and other institutional investors have also recently added to or reduced their stakes in the stock. Whitaker Myers Wealth Managers LTD. grew its position in Schwab U.S. Large-Cap Value ETF by 5.9% during the third quarter. Whitaker Myers Wealth Managers LTD. now owns 516,823 shares of the company’s stock worth $15,045,000 after buying an additional 28,754 shares in the last quarter. Perigon Wealth Management LLC raised its holdings in Schwab U.S. Large-Cap Value ETF by 3.8% in the 3rd quarter. Perigon Wealth Management LLC now owns 601,972 shares of the company’s stock valued at $17,523,000 after acquiring an additional 21,895 shares in the last quarter. Cadence Wealth Management LLC raised its holdings in Schwab U.S. Large-Cap Value ETF by 9.4% in the 3rd quarter. Cadence Wealth Management LLC now owns 208,213 shares of the company’s stock valued at $6,061,000 after acquiring an additional 17,853 shares in the last quarter. CENTRAL TRUST Co bought a new stake in shares of Schwab U.S. Large-Cap Value ETF during the 3rd quarter valued at $642,000. Finally, Baring Financial LLC bought a new stake in shares of Schwab U.S. Large-Cap Value ETF during the 4th quarter valued at $6,868,000.

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

SCHV opened at $30.03 on Friday. Schwab U.S. Large-Cap Value ETF has a 52-week low of $23.08 and a 52-week high of $32.45. The firm has a market cap of $14.43 billion, a P/E ratio of 19.08 and a beta of 0.90. The business’s fifty day moving average is $31.35 and its 200-day moving average is $30.05.

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.