Compass Planning Associates Inc Buys Shares of 94,098 Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV)

Compass Planning Associates Inc purchased a new stake in Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV) during the 4th quarter, according to the company in its most recent disclosure with the SEC. The institutional investor purchased 94,098 shares of the company’s stock, valued at approximately $2,453,000. Schwab U.S. Large-Cap Value ETF comprises approximately 2.5% of Compass Planning Associates Inc’s investment portfolio, making the stock its 8th largest position. Compass Planning Associates Inc owned approximately 0.07% of Schwab U.S. Large-Cap Value ETF as of its most recent filing with the SEC.

A number of other hedge funds have also modified their holdings of SCHV. Mather Group LLC. increased its holdings in Schwab U.S. Large-Cap Value ETF by 197.4% in the 4th quarter. Mather Group LLC. now owns 31,961,534 shares of the company’s stock valued at $833,237,000 after purchasing an additional 21,215,739 shares during the last quarter. Gemmer Asset Management LLC grew its stake in shares of Schwab U.S. Large-Cap Value ETF by 206.9% in the fourth quarter. Gemmer Asset Management LLC now owns 4,188,511 shares of the company’s stock valued at $109,194,000 after buying an additional 2,823,773 shares in the last quarter. Savant Capital LLC raised its holdings in shares of Schwab U.S. Large-Cap Value ETF by 187.3% in the 4th quarter. Savant Capital LLC now owns 3,456,606 shares of the company’s stock valued at $90,114,000 after buying an additional 2,253,597 shares during the period. Mokosak Advisory Group LLC lifted its stake in Schwab U.S. Large-Cap Value ETF by 201.5% during the 4th quarter. Mokosak Advisory Group LLC now owns 2,796,842 shares of the company’s stock worth $72,914,000 after acquiring an additional 1,869,197 shares in the last quarter. Finally, Financial Advisors LLC boosted its holdings in Schwab U.S. Large-Cap Value ETF by 197.8% during the 4th quarter. Financial Advisors LLC now owns 2,724,819 shares of the company’s stock valued at $71,036,000 after acquiring an additional 1,809,770 shares during the period.

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

NYSEARCA SCHV opened at $27.50 on Friday. The company has a market cap of $3.97 billion, a P/E ratio of 17.88 and a beta of 0.77. The stock has a 50-day moving average of $26.71 and a two-hundred day moving average of $26.68. Schwab U.S. Large-Cap Value ETF has a 1-year low of $23.84 and a 1-year high of $28.19.

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.