Total Wealth Planning LLC Grows Stock Holdings in Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV)

Total Wealth Planning LLC boosted its stake in Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV) by 175.5% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 292,678 shares of the company’s stock after purchasing an additional 186,440 shares during the period. Schwab U.S. Large-Cap Value ETF makes up approximately 1.2% of Total Wealth Planning LLC’s holdings, making the stock its 19th largest position. Total Wealth Planning LLC owned about 0.20% of Schwab U.S. Large-Cap Value ETF worth $7,630,000 at the end of the most recent reporting period.

A number of other large investors have also added to or reduced their stakes in the stock. Tidemark LLC purchased a new position in shares of Schwab U.S. Large-Cap Value ETF in the 3rd quarter worth $32,000. Versant Capital Management Inc boosted its position in Schwab U.S. Large-Cap Value ETF by 182.1% in the fourth quarter. Versant Capital Management Inc now owns 1,278 shares of the company’s stock worth $33,000 after purchasing an additional 825 shares during the last quarter. Fortitude Family Office LLC boosted its position in Schwab U.S. Large-Cap Value ETF by 202.0% in the fourth quarter. Fortitude Family Office LLC now owns 1,646 shares of the company’s stock worth $43,000 after purchasing an additional 1,101 shares during the last quarter. Copley Financial Group Inc. bought a new stake in shares of Schwab U.S. Large-Cap Value ETF during the 3rd quarter valued at about $57,000. Finally, Northwest Investment Counselors LLC purchased a new stake in shares of Schwab U.S. Large-Cap Value ETF during the 3rd quarter valued at about $67,000.

Schwab U.S. Large-Cap Value ETF Trading Up 0.8 %

SCHV opened at $26.70 on Friday. The company’s 50 day moving average is $26.88 and its 200 day moving average is $26.33. The company has a market cap of $3.86 billion, a price-to-earnings ratio of 17.88 and a beta of 0.77. Schwab U.S. Large-Cap Value ETF has a 12-month low of $22.84 and a 12-month high of $28.19.

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.