RKL Wealth Management LLC raised its position in Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV) by 5.2% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 96,691 shares of the company’s stock after purchasing an additional 4,786 shares during the quarter. Schwab U.S. Large-Cap Value ETF accounts for approximately 1.2% of RKL Wealth Management LLC’s holdings, making the stock its 23rd largest holding. RKL Wealth Management LLC’s holdings in Schwab U.S. Large-Cap Value ETF were worth $5,421,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. Mutual Advisors LLC increased its position in shares of Schwab U.S. Large-Cap Value ETF by 9.9% in the second quarter. Mutual Advisors LLC now owns 33,426 shares of the company’s stock valued at $1,776,000 after acquiring an additional 3,019 shares during the last quarter. Berkshire Asset Management LLC PA boosted its holdings in shares of Schwab U.S. Large-Cap Value ETF by 143.2% during the third quarter. Berkshire Asset Management LLC PA now owns 34,766 shares of the company’s stock worth $1,950,000 after acquiring an additional 20,469 shares during the period. GHP Investment Advisors Inc. boosted its stake in shares of Schwab U.S. Large-Cap Value ETF by 6.6% in the third quarter. GHP Investment Advisors Inc. now owns 180,379 shares of the company’s stock valued at $10,116,000 after buying an additional 11,232 shares during the period. Peak Capital Management LLC lifted its stake in Schwab U.S. Large-Cap Value ETF by 8.1% during the second quarter. Peak Capital Management LLC now owns 121,601 shares of the company’s stock worth $6,459,000 after purchasing an additional 9,101 shares during the last quarter. Finally, Iron Financial LLC acquired a new position in shares of Schwab U.S. Large-Cap Value ETF during the third quarter worth $308,000.

Shares of NYSEARCA:SCHV opened at $54.18 on Tuesday. Schwab U.S. Large-Cap Value ETF has a 52-week low of $51.13 and a 52-week high of $58.00.

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

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