Brady Martz Wealth Solutions LLC Trims Stake in Schwab U.S. Large-Cap Value ETF $SCHV

Brady Martz Wealth Solutions LLC decreased its holdings in shares of Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV) by 9.0% during the fourth quarter, Holdings Channel.com reports. The firm owned 1,228,737 shares of the company’s stock after selling 121,492 shares during the period. Schwab U.S. Large-Cap Value ETF accounts for about 6.4% of Brady Martz Wealth Solutions LLC’s portfolio, making the stock its 2nd largest position. Brady Martz Wealth Solutions LLC’s holdings in Schwab U.S. Large-Cap Value ETF were worth $36,383,000 as of its most recent filing with the Securities & Exchange Commission.

Several other institutional investors have also bought and sold shares of SCHV. Brighton Jones LLC increased its holdings in shares of Schwab U.S. Large-Cap Value ETF by 282.6% in the 4th quarter. Brighton Jones LLC now owns 28,473 shares of the company’s stock worth $742,000 after buying an additional 21,031 shares during the last quarter. Revolve Wealth Partners LLC raised its position in shares of Schwab U.S. Large-Cap Value ETF by 200.2% during the 4th quarter. Revolve Wealth Partners LLC now owns 20,879 shares of the company’s stock valued at $544,000 after buying an additional 13,925 shares in the last quarter. AQR Capital Management LLC lifted its holdings in shares of Schwab U.S. Large-Cap Value ETF by 179.6% in the 1st quarter. AQR Capital Management LLC now owns 35,409 shares of the company’s stock valued at $941,000 after acquiring an additional 22,744 shares during the last quarter. JPMorgan Chase & Co. lifted its holdings in shares of Schwab U.S. Large-Cap Value ETF by 40.2% in the 2nd quarter. JPMorgan Chase & Co. now owns 1,099,529 shares of the company’s stock valued at $30,424,000 after acquiring an additional 315,242 shares during the last quarter. Finally, Beacon Pointe Advisors LLC grew its position in Schwab U.S. Large-Cap Value ETF by 8.8% in the second quarter. Beacon Pointe Advisors LLC now owns 1,062,422 shares of the company’s stock worth $29,397,000 after acquiring an additional 85,679 shares in the last quarter.

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

Shares of NYSEARCA SCHV opened at $30.50 on Wednesday. The business’s 50 day moving average is $31.33 and its two-hundred day moving average is $30.08. Schwab U.S. Large-Cap Value ETF has a 1-year low of $23.08 and a 1-year high of $32.45. The stock has a market capitalization of $14.66 billion, a P/E ratio of 19.08 and a beta of 0.90.

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.