Opes Wealth Management LLC Has $7.16 Million Holdings in Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV)

Opes Wealth Management LLC lessened its holdings in Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV) by 0.2% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 102,082 shares of the company’s stock after selling 230 shares during the period. Schwab U.S. Large-Cap Value ETF comprises 1.7% of Opes Wealth Management LLC’s investment portfolio, making the stock its 18th biggest holding. Opes Wealth Management LLC owned 0.07% of Schwab U.S. Large-Cap Value ETF worth $7,156,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds also recently made changes to their positions in the business. Moneta Group Investment Advisors LLC raised its holdings in shares of Schwab U.S. Large-Cap Value ETF by 129,531.9% in the 4th quarter. Moneta Group Investment Advisors LLC now owns 594,276,674 shares of the company’s stock worth $39,234,146,000 after acquiring an additional 593,818,240 shares during the last quarter. Mather Group LLC. raised its holdings in shares of Schwab U.S. Large-Cap Value ETF by 7.1% in the 3rd quarter. Mather Group LLC. now owns 9,862,059 shares of the company’s stock worth $635,708,000 after acquiring an additional 652,525 shares during the last quarter. Sei Investments Co. raised its holdings in shares of Schwab U.S. Large-Cap Value ETF by 5.3% in the 3rd quarter. Sei Investments Co. now owns 8,824,102 shares of the company’s stock worth $568,801,000 after acquiring an additional 445,094 shares during the last quarter. Avantax Planning Partners Inc. raised its holdings in shares of Schwab U.S. Large-Cap Value ETF by 0.8% in the 3rd quarter. Avantax Planning Partners Inc. now owns 4,281,644 shares of the company’s stock worth $275,995,000 after acquiring an additional 34,332 shares during the last quarter. Finally, Envestnet Asset Management Inc. raised its holdings in shares of Schwab U.S. Large-Cap Value ETF by 8.1% in the 3rd quarter. Envestnet Asset Management Inc. now owns 3,821,796 shares of the company’s stock worth $246,353,000 after acquiring an additional 286,280 shares during the last quarter.

Schwab U.S. Large-Cap Value ETF Trading Up 0.1 %

Shares of SCHV traded up $0.08 on Thursday, reaching $71.82. The company’s stock had a trading volume of 365,278 shares, compared to its average volume of 446,517. Schwab U.S. Large-Cap Value ETF has a twelve month low of $60.99 and a twelve month high of $76.13. The stock has a market capitalization of $10.38 billion, a PE ratio of 17.89 and a beta of 0.77. The firm has a fifty day moving average of $73.46 and a 200-day moving average of $69.26.

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.