Fonville Wealth Management LLC Trims Stock Position in Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV)

Fonville Wealth Management LLC lessened its holdings in shares of Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV) by 1.9% in the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 7,618 shares of the company’s stock after selling 145 shares during the period. Fonville Wealth Management LLC’s holdings in Schwab U.S. Large-Cap Value ETF were worth $567,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other institutional investors have also recently made changes to their positions in the company. SRS Capital Advisors Inc. raised its holdings in shares of Schwab U.S. Large-Cap Value ETF by 476.2% during the fourth quarter. SRS Capital Advisors Inc. now owns 363 shares of the company’s stock worth $25,000 after purchasing an additional 300 shares during the last quarter. Scarborough Advisors LLC purchased a new position in shares of Schwab U.S. Large-Cap Value ETF during the fourth quarter worth $32,000. Family Capital Trust Co purchased a new position in shares of Schwab U.S. Large-Cap Value ETF during the first quarter worth $33,000. First Personal Financial Services purchased a new position in shares of Schwab U.S. Large-Cap Value ETF during the first quarter worth $35,000. Finally, Olistico Wealth LLC purchased a new position in shares of Schwab U.S. Large-Cap Value ETF during the second quarter worth $36,000.

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

Shares of Schwab U.S. Large-Cap Value ETF stock traded up $0.67 during trading on Friday, hitting $79.47. 279,150 shares of the company’s stock were exchanged, compared to its average volume of 379,185. Schwab U.S. Large-Cap Value ETF has a 52-week low of $60.99 and a 52-week high of $79.59. The business has a 50-day simple moving average of $75.94 and a 200-day simple moving average of $74.60. The stock has a market capitalization of $11.48 billion, a price-to-earnings ratio of 17.88 and a beta of 0.77.

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.