Kelman Lazarov Inc. boosted its holdings in shares of Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV) by 146.6% in the second quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 147,793 shares of the company’s stock after acquiring an additional 87,857 shares during the quarter. Schwab U.S. Large-Cap Value ETF accounts for about 4.2% of Kelman Lazarov Inc.’s investment portfolio, making the stock its 5th largest holding. Kelman Lazarov Inc.’s holdings in Schwab U.S. Large-Cap Value ETF were worth $7,851,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors have also made changes to their positions in SCHV. McKinley Carter Wealth Services Inc. acquired a new stake in Schwab U.S. Large-Cap Value ETF during the 1st quarter worth about $105,000. Hanson McClain Inc. acquired a new stake in Schwab U.S. Large-Cap Value ETF during the 1st quarter worth about $107,000. Kiley Juergens Wealth Management LLC acquired a new stake in Schwab U.S. Large-Cap Value ETF during the 2nd quarter worth about $137,000. Fortis Advisors LLC boosted its position in Schwab U.S. Large-Cap Value ETF by 622.3% during the 1st quarter. Fortis Advisors LLC now owns 2,882 shares of the company’s stock worth $152,000 after acquiring an additional 2,483 shares during the period. Finally, Edge Wealth Management LLC boosted its position in Schwab U.S. Large-Cap Value ETF by 73.7% during the 2nd quarter. Edge Wealth Management LLC now owns 3,060 shares of the company’s stock worth $163,000 after acquiring an additional 1,298 shares during the period.

SCHV opened at $56.00 on Wednesday. Schwab U.S. Large-Cap Value ETF has a fifty-two week low of $49.82 and a fifty-two week high of $58.00.

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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Institutional Ownership by Quarter for Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV)

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