IVC Wealth Advisors LLC boosted its position in shares of Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV – Free Report) by 199.8% in the 4th quarter, HoldingsChannel reports. The firm owned 284,010 shares of the company’s stock after buying an additional 189,282 shares during the period. Schwab U.S. Large-Cap Value ETF accounts for about 4.1% of IVC Wealth Advisors LLC’s investment portfolio, making the stock its 5th largest holding. IVC Wealth Advisors LLC’s holdings in Schwab U.S. Large-Cap Value ETF were worth $7,404,000 as of its most recent SEC filing.
Several other institutional investors and hedge funds have also modified their holdings of SCHV. Gemmer Asset Management LLC increased its position in shares of Schwab U.S. Large-Cap Value ETF by 206.9% in the 4th quarter. Gemmer Asset Management LLC now owns 4,188,511 shares of the company’s stock valued at $109,194,000 after buying an additional 2,823,773 shares in the last quarter. Financial Advisors LLC increased its holdings in Schwab U.S. Large-Cap Value ETF by 197.8% during the 4th quarter. Financial Advisors LLC now owns 2,724,819 shares of the company’s stock worth $71,036,000 after purchasing an additional 1,809,770 shares in the last quarter. Wealth Enhancement Advisory Services LLC raised its stake in shares of Schwab U.S. Large-Cap Value ETF by 2.6% in the 4th quarter. Wealth Enhancement Advisory Services LLC now owns 2,615,791 shares of the company’s stock valued at $68,194,000 after purchasing an additional 66,180 shares during the period. Krilogy Financial LLC lifted its holdings in shares of Schwab U.S. Large-Cap Value ETF by 150.7% in the fourth 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 in the last quarter. Finally, Brady Martz Wealth Solutions LLC acquired a new position in shares of Schwab U.S. Large-Cap Value ETF during the fourth quarter worth about $42,697,000.
Schwab U.S. Large-Cap Value ETF Stock Up 0.7 %
NYSEARCA SCHV opened at $27.25 on Friday. The firm’s 50 day moving average is $26.84 and its 200-day moving average is $26.41. The company has a market capitalization of $3.93 billion, a PE ratio of 17.88 and a beta of 0.77. Schwab U.S. Large-Cap Value ETF has a 12-month low of $23.25 and a 12-month high of $28.19.
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.
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