Avity Investment Management Inc. Trims Holdings in Schwab U.S. Large-Cap Value ETF $SCHV

Avity Investment Management Inc. reduced its stake in Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV) by 62.2% during the third quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 59,931 shares of the company’s stock after selling 98,822 shares during the period. Avity Investment Management Inc.’s holdings in Schwab U.S. Large-Cap Value ETF were worth $1,996,000 as of its most recent SEC filing.

Other large investors have also recently made changes to their positions in the company. Horizons Wealth Management purchased a new position in Schwab U.S. Large-Cap Value ETF during the 3rd quarter valued at approximately $28,000. Ascentis Independent Advisors bought a new position in shares of Schwab U.S. Large-Cap Value ETF during the 1st quarter valued at approximately $32,000. NI Acquisitions Company LLC bought a new position in shares of Schwab U.S. Large-Cap Value ETF during the 2nd quarter valued at approximately $34,000. Strategic Wealth Advisors LLC grew its holdings in shares of Schwab U.S. Large-Cap Value ETF by 95.6% in the first quarter. Strategic Wealth Advisors LLC now owns 1,526 shares of the company’s stock valued at $46,000 after purchasing an additional 746 shares in the last quarter. Finally, Advisortrust Partners LLC purchased a new position in shares of Schwab U.S. Large-Cap Value ETF in the first quarter valued at $58,000.

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

Shares of NYSEARCA:SCHV traded up $0.12 on Friday, reaching $33.93. The company’s stock had a trading volume of 1,927,772 shares, compared to its average volume of 3,849,506. The company has a 50-day simple moving average of $34.40 and a 200 day simple moving average of $33.53. Schwab U.S. Large-Cap Value ETF has a 52-week low of $28.29 and a 52-week high of $35.49. The company has a market cap of $15.42 billion, a P/E ratio of 19.08 and a beta of 0.83.

Schwab U.S. Large-Cap Value ETF 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.