USAdvisors Wealth Management LLC raised its holdings in Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV – Free Report) by 4.4% in the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 730,681 shares of the company’s stock after purchasing an additional 30,565 shares during the quarter. Schwab U.S. Large-Cap Value ETF accounts for 7.3% of USAdvisors Wealth Management LLC’s investment portfolio, making the stock its largest position. USAdvisors Wealth Management LLC’s holdings in Schwab U.S. Large-Cap Value ETF were worth $21,847,000 as of its most recent SEC filing.
Other institutional investors have also recently bought and sold shares of the company. JPL Wealth Management LLC bought a new stake in shares of Schwab U.S. Large-Cap Value ETF during the 3rd quarter worth $26,000. Laurel Wealth Advisors LLC purchased a new position in shares of Schwab U.S. Large-Cap Value ETF in the 4th quarter worth about $27,000. IFC & Insurance Marketing Inc. purchased a new position in shares of Schwab U.S. Large-Cap Value ETF in the 4th quarter worth about $38,000. Acumen Wealth Advisors LLC bought a new position in Schwab U.S. Large-Cap Value ETF during the fourth quarter valued at about $47,000. Finally, Arax Advisory Partners bought a new position in Schwab U.S. Large-Cap Value ETF during the fourth quarter valued at about $52,000.
Schwab U.S. Large-Cap Value ETF Stock Performance
NYSEARCA SCHV opened at $34.43 on Friday. Schwab U.S. Large-Cap Value ETF has a 52-week low of $27.39 and a 52-week high of $35.05. The company has a 50-day simple moving average of $33.48 and a 200 day simple moving average of $31.87. The company has a market capitalization of $15.74 billion, a PE ratio of 19.08 and a beta of 0.82.
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.
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