Mutual Advisors LLC raised its holdings in shares of Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV – Free Report) by 2.4% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 589,523 shares of the company’s stock after acquiring an additional 13,629 shares during the quarter. Schwab U.S. Large-Cap Value ETF makes up 0.5% of Mutual Advisors LLC’s investment portfolio, making the stock its 27th largest position. Mutual Advisors LLC owned approximately 0.41% of Schwab U.S. Large-Cap Value ETF worth $15,740,000 as of its most recent SEC filing.
A number of other hedge funds and other institutional investors also recently added to or reduced their stakes in SCHV. First PREMIER Bank lifted its position in shares of Schwab U.S. Large-Cap Value ETF by 200.0% in the fourth quarter. First PREMIER Bank now owns 1,035 shares of the company’s stock valued at $27,000 after acquiring an additional 690 shares in the last quarter. Olistico Wealth LLC raised its stake in Schwab U.S. Large-Cap Value ETF by 200.0% in the 4th quarter. Olistico Wealth LLC now owns 1,236 shares of the company’s stock valued at $32,000 after purchasing an additional 824 shares during the last quarter. Independent Wealth Network Inc. purchased a new position in Schwab U.S. Large-Cap Value ETF in the 4th quarter valued at about $352,000. Janney Montgomery Scott LLC boosted its stake in shares of Schwab U.S. Large-Cap Value ETF by 188.5% during the 4th quarter. Janney Montgomery Scott LLC now owns 59,540 shares of the company’s stock worth $1,552,000 after purchasing an additional 38,905 shares during the last quarter. Finally, Bartlett & CO. Wealth Management LLC grew its holdings in shares of Schwab U.S. Large-Cap Value ETF by 201.7% during the fourth quarter. Bartlett & CO. Wealth Management LLC now owns 36,180 shares of the company’s stock worth $943,000 after buying an additional 24,188 shares in the last quarter.
Schwab U.S. Large-Cap Value ETF Stock Performance
Shares of SCHV opened at $27.07 on Thursday. Schwab U.S. Large-Cap Value ETF has a 1 year low of $23.25 and a 1 year high of $28.19. The company’s 50 day simple moving average is $26.85 and its 200 day simple moving average is $26.40. The company has a market capitalization of $3.91 billion, a price-to-earnings ratio of 17.88 and a beta of 0.77.
Schwab U.S. Large-Cap Value ETF 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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