Geneos Wealth Management Inc. Grows Stake in Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV)

Geneos Wealth Management Inc. raised its stake in shares of Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV) by 180.5% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 128,147 shares of the company’s stock after purchasing an additional 82,455 shares during the period. Geneos Wealth Management Inc. owned 0.09% of Schwab U.S. Large-Cap Value ETF worth $3,341,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other institutional investors have also modified their holdings of the stock. Gemmer Asset Management LLC lifted its position in 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 buying an additional 2,823,773 shares during the last quarter. Financial Advisors LLC lifted its holdings in shares of Schwab U.S. Large-Cap Value ETF by 197.8% in the 4th quarter. Financial Advisors LLC now owns 2,724,819 shares of the company’s stock worth $71,036,000 after acquiring an additional 1,809,770 shares during the last quarter. Brady Martz Wealth Solutions LLC purchased a new position in shares of Schwab U.S. Large-Cap Value ETF during the 4th quarter worth about $42,697,000. CX Institutional grew its holdings in Schwab U.S. Large-Cap Value ETF by 324.3% during the 4th quarter. CX Institutional now owns 1,843,143 shares of the company’s stock valued at $48,051,000 after purchasing an additional 1,408,706 shares during the last quarter. Finally, Krilogy Financial LLC grew its holdings in Schwab U.S. Large-Cap Value ETF by 150.7% during the 4th quarter. Krilogy Financial LLC now owns 2,205,034 shares of the company’s stock valued at $57,485,000 after purchasing an additional 1,325,485 shares during the last quarter.

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

Shares of NYSEARCA SCHV opened at $27.21 on Friday. Schwab U.S. Large-Cap Value ETF has a 1 year low of $23.35 and a 1 year high of $28.19. The firm has a 50-day simple moving average of $26.84 and a two-hundred day simple moving average of $26.44. The company has a market cap 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.