Spire Wealth Management lifted its position in Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV – Free Report) by 204.5% in the 4th quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 36,260 shares of the company’s stock after acquiring an additional 24,353 shares during the period. Spire Wealth Management’s holdings in Schwab U.S. Large-Cap Value ETF were worth $945,000 as of its most recent SEC filing.
Several other institutional investors have also recently made changes to their positions in SCHV. Capital Insight Partners LLC increased its position in Schwab U.S. Large-Cap Value ETF by 1.5% during the 3rd quarter. Capital Insight Partners LLC now owns 9,061 shares of the company’s stock valued at $728,000 after buying an additional 131 shares in the last quarter. Tidemark LLC bought a new position in Schwab U.S. Large-Cap Value ETF during the 3rd quarter valued at approximately $32,000. Cedar Wealth Management LLC increased its position in Schwab U.S. Large-Cap Value ETF by 1.3% during the 3rd quarter. Cedar Wealth Management LLC now owns 35,128 shares of the company’s stock valued at $2,823,000 after buying an additional 436 shares in the last quarter. Foundations Investment Advisors LLC increased its position in Schwab U.S. Large-Cap Value ETF by 13.2% during the 3rd quarter. Foundations Investment Advisors LLC now owns 4,034 shares of the company’s stock valued at $324,000 after buying an additional 470 shares in the last quarter. Finally, Joseph Group Capital Management increased its position in Schwab U.S. Large-Cap Value ETF by 1.6% during the 3rd quarter. Joseph Group Capital Management now owns 29,726 shares of the company’s stock valued at $2,389,000 after buying an additional 476 shares in the last quarter.
Schwab U.S. Large-Cap Value ETF Stock Up 0.1 %
SCHV stock opened at $27.05 on Wednesday. Schwab U.S. Large-Cap Value ETF has a twelve month low of $23.35 and a twelve month high of $28.19. The firm has a market cap of $3.91 billion, a PE ratio of 17.88 and a beta of 0.77. The business has a 50 day moving average of $26.80 and a 200 day moving average of $26.52.
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.
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