Secure Asset Management LLC Has $1.53 Million Holdings in Schwab U.S. Large-Cap Value ETF $SCHV

Secure Asset Management LLC lifted its stake in Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV) by 68.2% during the 3rd quarter, HoldingsChannel reports. The fund owned 52,432 shares of the company’s stock after buying an additional 21,266 shares during the period. Secure Asset Management LLC’s holdings in Schwab U.S. Large-Cap Value ETF were worth $1,529,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other institutional investors and hedge funds have also bought and sold shares of SCHV. Collective Family Office LLC raised its stake in Schwab U.S. Large-Cap Value ETF by 4.5% during the 3rd quarter. Collective Family Office LLC now owns 8,163 shares of the company’s stock valued at $238,000 after purchasing an additional 350 shares during the last quarter. Emerald Advisors LLC increased its holdings in shares of Schwab U.S. Large-Cap Value ETF by 0.6% during the 2nd quarter. Emerald Advisors LLC now owns 67,729 shares of the company’s stock worth $1,874,000 after purchasing an additional 371 shares during the period. Fortitude Advisory Group L.L.C. raised its position in shares of Schwab U.S. Large-Cap Value ETF by 1.6% during the second quarter. Fortitude Advisory Group L.L.C. now owns 24,764 shares of the company’s stock valued at $685,000 after buying an additional 383 shares during the last quarter. Modera Wealth Management LLC raised its position in shares of Schwab U.S. Large-Cap Value ETF by 0.3% during the second quarter. Modera Wealth Management LLC now owns 120,742 shares of the company’s stock valued at $3,341,000 after buying an additional 404 shares during the last quarter. Finally, BCGM Wealth Management LLC lifted its stake in shares of Schwab U.S. Large-Cap Value ETF by 0.9% in the second quarter. BCGM Wealth Management LLC now owns 45,908 shares of the company’s stock valued at $1,270,000 after buying an additional 408 shares during the period.

Schwab U.S. Large-Cap Value ETF Stock Up 0.4%

Shares of SCHV opened at $29.58 on Friday. Schwab U.S. Large-Cap Value ETF has a 12-month low of $23.08 and a 12-month high of $29.90. The firm has a market capitalization of $14.00 billion, a price-to-earnings ratio of 19.08 and a beta of 0.90. The stock’s 50-day moving average price is $29.17 and its 200 day moving average price is $28.55.

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. Large-Cap Value Total Stock Market Index includes the components ranked 1-750 by full market capitalization and that are classified as value. The Index is a float-adjusted market capitalization weighted index.