IVC Wealth Advisors LLC Decreases Stock Position in Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV)

IVC Wealth Advisors LLC lowered its stake in Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHVFree Report) by 5.8% in the first quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 104,407 shares of the company’s stock after selling 6,384 shares during the quarter. Schwab U.S. Large-Cap Value ETF makes up approximately 4.6% of IVC Wealth Advisors LLC’s investment portfolio, making the stock its 4th largest position. IVC Wealth Advisors LLC owned 0.07% of Schwab U.S. Large-Cap Value ETF worth $7,933,000 as of its most recent SEC filing.

Other hedge funds also recently made changes to their positions in the company. Leeward Financial Partners LLC raised its position in Schwab U.S. Large-Cap Value ETF by 18.9% in the first quarter. Leeward Financial Partners LLC now owns 63,463 shares of the company’s stock valued at $4,822,000 after purchasing an additional 10,092 shares during the last quarter. Kiley Juergens Wealth Management LLC raised its holdings in Schwab U.S. Large-Cap Value ETF by 6.7% in the 1st quarter. Kiley Juergens Wealth Management LLC now owns 15,373 shares of the company’s stock valued at $1,168,000 after buying an additional 971 shares during the last quarter. Myecfo LLC raised its holdings in Schwab U.S. Large-Cap Value ETF by 165.2% in the 1st quarter. Myecfo LLC now owns 8,203 shares of the company’s stock valued at $623,000 after buying an additional 5,110 shares during the last quarter. Panoramic Investment Advisors LLC boosted its position in Schwab U.S. Large-Cap Value ETF by 3.3% during the 1st quarter. Panoramic Investment Advisors LLC now owns 62,850 shares of the company’s stock worth $4,775,000 after buying an additional 1,990 shares during the period. Finally, Mirador Capital Partners LP grew its holdings in Schwab U.S. Large-Cap Value ETF by 16.3% during the 1st quarter. Mirador Capital Partners LP now owns 4,277 shares of the company’s stock worth $325,000 after acquiring an additional 599 shares during the last quarter.

Schwab U.S. Large-Cap Value ETF Stock Up 0.0 %

Shares of SCHV stock traded up $0.02 during trading hours on Wednesday, hitting $74.00. 117,872 shares of the company’s stock traded hands, compared to its average volume of 388,938. The stock has a market cap of $10.69 billion, a PE ratio of 17.88 and a beta of 0.77. The stock’s 50 day simple moving average is $74.34 and its 200 day simple moving average is $72.82. Schwab U.S. Large-Cap Value ETF has a 12 month low of $60.99 and a 12 month high of $76.13.

Schwab U.S. Large-Cap Value ETF Company Profile

(Free Report)

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.

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Institutional Ownership by Quarter for Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV)

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