Money Concepts Capital Corp Has $3.49 Million Position in Schwab U.S. Large-Cap Value ETF $SCHV

Money Concepts Capital Corp lifted its holdings in Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV) by 115.2% in the 1st quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 114,452 shares of the company’s stock after acquiring an additional 61,258 shares during the period. Money Concepts Capital Corp’s holdings in Schwab U.S. Large-Cap Value ETF were worth $3,491,000 as of its most recent filing with the Securities and Exchange Commission.

Other hedge funds and other institutional investors also recently made changes to their positions in the company. Cypress Financial Planning LLC bought a new position in shares of Schwab U.S. Large-Cap Value ETF in the 4th quarter worth $3,254,000. Baring Financial LLC bought a new stake in Schwab U.S. Large-Cap Value ETF during the 4th quarter valued at $6,868,000. BCS Wealth Management increased its stake in Schwab U.S. Large-Cap Value ETF by 84.6% during the 4th quarter. BCS Wealth Management now owns 131,958 shares of the company’s stock valued at $3,907,000 after purchasing an additional 60,489 shares in the last quarter. Farther Finance Advisors LLC raised its holdings in Schwab U.S. Large-Cap Value ETF by 27.3% during the fourth quarter. Farther Finance Advisors LLC now owns 507,880 shares of the company’s stock worth $15,038,000 after buying an additional 108,980 shares during the last quarter. Finally, Secure Asset Management LLC raised its holdings in Schwab U.S. Large-Cap Value ETF by 50.4% during the fourth quarter. Secure Asset Management LLC now owns 78,846 shares of the company’s stock worth $2,335,000 after buying an additional 26,414 shares during the last quarter.

Schwab U.S. Large-Cap Value ETF Stock Performance

Shares of Schwab U.S. Large-Cap Value ETF stock traded up $0.07 during trading hours on Friday, reaching $34.39. The company’s stock had a trading volume of 1,920,876 shares, compared to its average volume of 4,171,099. The company has a market capitalization of $15.75 billion, a P/E ratio of 19.08 and a beta of 0.82. The stock’s fifty day simple moving average is $33.76 and its two-hundred day simple moving average is $32.05. Schwab U.S. Large-Cap Value ETF has a one year low of $27.39 and a one year high of $35.05.

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.