Wealthquest Corp Reduces Stock Holdings in Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV)

Wealthquest Corp decreased its position in Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV) by 13.6% during the 2nd quarter, Holdings Channel.com reports. The firm owned 7,417 shares of the company’s stock after selling 1,164 shares during the period. Wealthquest Corp’s holdings in Schwab U.S. Large-Cap Value ETF were worth $416,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other institutional investors have also recently bought and sold shares of SCHV. Baldrige Asset Management LLC lifted its position in shares of Schwab U.S. Large-Cap Value ETF by 1.7% during the second quarter. Baldrige Asset Management LLC now owns 12,011 shares of the company’s stock worth $674,000 after acquiring an additional 197 shares in the last quarter. Hoover Financial Advisors Inc. lifted its position in shares of Schwab U.S. Large-Cap Value ETF by 4.1% during the first quarter. Hoover Financial Advisors Inc. now owns 5,020 shares of the company’s stock worth $275,000 after acquiring an additional 199 shares in the last quarter. First Republic Investment Management Inc. lifted its position in shares of Schwab U.S. Large-Cap Value ETF by 2.0% during the first quarter. First Republic Investment Management Inc. now owns 10,147 shares of the company’s stock worth $555,000 after acquiring an additional 199 shares in the last quarter. Newport Wealth Strategies Inc. lifted its position in shares of Schwab U.S. Large-Cap Value ETF by 2.0% during the first quarter. Newport Wealth Strategies Inc. now owns 10,274 shares of the company’s stock worth $569,000 after acquiring an additional 204 shares in the last quarter. Finally, Schneider Downs Wealth Management Advisors LP lifted its position in shares of Schwab U.S. Large-Cap Value ETF by 5.3% during the first quarter. Schneider Downs Wealth Management Advisors LP now owns 4,518 shares of the company’s stock worth $247,000 after acquiring an additional 227 shares in the last quarter.

Shares of NYSEARCA:SCHV traded down $0.61 during trading on Thursday, hitting $56.08. 29,172 shares of the company were exchanged, compared to its average volume of 590,457. The firm’s 50 day moving average is $56.58. Schwab U.S. Large-Cap Value ETF has a 52-week low of $46.25 and a 52-week high of $57.53.

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.

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

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