Golden Bell Financial Planning LLC Acquires New Position in Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV)

Golden Bell Financial Planning LLC purchased a new position in shares of Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV) during the 4th quarter, according to its most recent 13F filing with the SEC. The firm purchased 179,291 shares of the company’s stock, valued at approximately $4,674,000. Schwab U.S. Large-Cap Value ETF comprises approximately 4.7% of Golden Bell Financial Planning LLC’s portfolio, making the stock its 11th biggest holding. Golden Bell Financial Planning LLC owned approximately 0.12% of Schwab U.S. Large-Cap Value ETF as of its most recent filing with the SEC.

A number of other large investors have also recently made changes to their positions in the business. Mather Group LLC. boosted its position in shares of Schwab U.S. Large-Cap Value ETF by 197.4% during the fourth quarter. Mather Group LLC. now owns 31,961,534 shares of the company’s stock valued at $833,237,000 after purchasing an additional 21,215,739 shares in the last quarter. Gemmer Asset Management LLC raised its stake in shares of Schwab U.S. Large-Cap Value ETF by 206.9% in the fourth quarter. Gemmer Asset Management LLC now owns 4,188,511 shares of the company’s stock worth $109,194,000 after purchasing an additional 2,823,773 shares during the last quarter. Savant Capital LLC raised its stake in shares of Schwab U.S. Large-Cap Value ETF by 187.3% in the fourth quarter. Savant Capital LLC now owns 3,456,606 shares of the company’s stock worth $90,114,000 after purchasing an additional 2,253,597 shares during the last quarter. Rainey & Randall Wealth Advisors Inc. raised its stake in shares of Schwab U.S. Large-Cap Value ETF by 212.4% in the fourth quarter. Rainey & Randall Wealth Advisors Inc. now owns 2,877,420 shares of the company’s stock worth $75,014,000 after purchasing an additional 1,956,262 shares during the last quarter. Finally, Mokosak Advisory Group LLC grew its holdings in shares of Schwab U.S. Large-Cap Value ETF by 201.5% in the fourth quarter. Mokosak Advisory Group LLC now owns 2,796,842 shares of the company’s stock worth $72,914,000 after acquiring an additional 1,869,197 shares during the period.

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

Shares of SCHV opened at $27.24 on Friday. The business has a fifty day moving average of $26.72 and a 200 day moving average of $26.70. Schwab U.S. Large-Cap Value ETF has a one year low of $23.84 and a one year high of $28.19. The firm has a market capitalization of $3.93 billion, a P/E ratio of 17.88 and a beta of 0.77.

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.