Schwab U.S. Large-Cap Value ETF (SCHV) Shares Sold by Cliftonlarsonallen Wealth Advisors LLC

Cliftonlarsonallen Wealth Advisors LLC trimmed its holdings in Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV) by 2.6% in the 3rd quarter, according to its most recent filing with the SEC. The institutional investor owned 538,926 shares of the company’s stock after selling 14,293 shares during the quarter. Schwab U.S. Large-Cap Value ETF comprises approximately 2.8% of Cliftonlarsonallen Wealth Advisors LLC’s portfolio, making the stock its 11th biggest position. Cliftonlarsonallen Wealth Advisors LLC owned about 0.62% of Schwab U.S. Large-Cap Value ETF worth $30,223,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors have also added to or reduced their stakes in SCHV. Centaurus Financial Inc. bought a new stake in shares of Schwab U.S. Large-Cap Value ETF during the 2nd quarter valued at about $128,000. Kiley Juergens Wealth Management LLC bought a new stake in shares of Schwab U.S. Large-Cap Value ETF during the 2nd quarter valued at about $137,000. PNC Financial Services Group Inc. grew its stake in shares of Schwab U.S. Large-Cap Value ETF by 89.6% during the 2nd quarter. PNC Financial Services Group Inc. now owns 2,960 shares of the company’s stock valued at $157,000 after purchasing an additional 1,399 shares during the period. Edge Wealth Management LLC grew its stake in shares of Schwab U.S. Large-Cap Value ETF by 73.7% during the 2nd quarter. Edge Wealth Management LLC now owns 3,060 shares of the company’s stock valued at $163,000 after purchasing an additional 1,298 shares during the period. Finally, Fortis Advisors LLC grew its stake in shares of Schwab U.S. Large-Cap Value ETF by 49.5% during the 2nd quarter. Fortis Advisors LLC now owns 4,309 shares of the company’s stock valued at $229,000 after purchasing an additional 1,427 shares during the period.

Schwab U.S. Large-Cap Value ETF stock opened at $55.08 on Thursday. Schwab U.S. Large-Cap Value ETF has a 52-week low of $51.13 and a 52-week high of $58.00.

ILLEGAL ACTIVITY NOTICE: “Schwab U.S. Large-Cap Value ETF (SCHV) Shares Sold by Cliftonlarsonallen Wealth Advisors LLC” was posted by WKRB News and is owned by of WKRB News. If you are reading this news story on another domain, it was stolen and republished in violation of U.S. & international trademark & copyright law. The original version of this news story can be read at https://www.wkrb13.com/2018/11/08/schwab-u-s-large-cap-value-etf-schv-shares-sold-by-cliftonlarsonallen-wealth-advisors-llc.html.

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.

Further Reading: Stock Symbols Definition, Examples, Lookup

Want to see what other hedge funds are holding SCHV? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV).

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

Receive News & Ratings for Schwab U.S. Large-Cap Value ETF Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Schwab U.S. Large-Cap Value ETF and related companies with MarketBeat.com's FREE daily email newsletter.

Leave a Reply