Summit Wealth & Retirement Planning Inc. lifted its holdings in Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV – Free Report) by 1.2% during the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 1,666,269 shares of the company’s stock after buying an additional 19,343 shares during the period. Schwab U.S. Large-Cap Value ETF makes up 11.9% of Summit Wealth & Retirement Planning Inc.’s holdings, making the stock its 3rd biggest position. Summit Wealth & Retirement Planning Inc.’s holdings in Schwab U.S. Large-Cap Value ETF were worth $48,505,000 as of its most recent SEC filing.
Other institutional investors have also bought and sold shares of the company. Brighton Jones LLC grew its position in shares of Schwab U.S. Large-Cap Value ETF by 282.6% in the fourth quarter. Brighton Jones LLC now owns 28,473 shares of the company’s stock valued at $742,000 after purchasing an additional 21,031 shares in the last quarter. Revolve Wealth Partners LLC lifted its holdings in shares of Schwab U.S. Large-Cap Value ETF by 200.2% in the 4th quarter. Revolve Wealth Partners LLC now owns 20,879 shares of the company’s stock worth $544,000 after acquiring an additional 13,925 shares during the last quarter. AQR Capital Management LLC lifted its stake in Schwab U.S. Large-Cap Value ETF by 179.6% during the first quarter. AQR Capital Management LLC now owns 35,409 shares of the company’s stock worth $941,000 after purchasing an additional 22,744 shares in the last quarter. Janney Montgomery Scott LLC lifted its stake in Schwab U.S. Large-Cap Value ETF by 1.0% during the 2nd quarter. Janney Montgomery Scott LLC now owns 60,167 shares of the company’s stock worth $1,665,000 after acquiring an additional 618 shares in the last quarter. Finally, Capital Investment Advisors LLC lifted its position in shares of Schwab U.S. Large-Cap Value ETF by 22.3% during the second quarter. Capital Investment Advisors LLC now owns 10,023 shares of the company’s stock worth $277,000 after purchasing an additional 1,830 shares in the last quarter.
Schwab U.S. Large-Cap Value ETF Stock Down 0.1%
Schwab U.S. Large-Cap Value ETF stock opened at $31.11 on Friday. The firm has a market cap of $14.94 billion, a PE ratio of 19.08 and a beta of 0.90. Schwab U.S. Large-Cap Value ETF has a 52-week low of $23.08 and a 52-week high of $31.33. The company’s 50 day moving average is $30.06 and its two-hundred day moving average is $29.16.
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. 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.
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