Bogart Wealth LLC Has $12.47 Million Stake in Schwab U.S. Large-Cap Value ETF $SCHV

Bogart Wealth LLC trimmed its position in shares of Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV) by 4.2% in the first quarter, Holdings Channel reports. The fund owned 408,780 shares of the company’s stock after selling 17,932 shares during the quarter. Bogart Wealth LLC’s holdings in Schwab U.S. Large-Cap Value ETF were worth $12,468,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other hedge funds and other institutional investors also recently made changes to their positions in the company. Brighton Jones LLC increased its stake 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 worth $742,000 after purchasing an additional 21,031 shares during the period. Revolve Wealth Partners LLC grew its holdings in 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 valued at $544,000 after buying an additional 13,925 shares during the last quarter. AQR Capital Management LLC grew its holdings in Schwab U.S. Large-Cap Value ETF by 179.6% in the 1st quarter. AQR Capital Management LLC now owns 35,409 shares of the company’s stock valued at $941,000 after buying an additional 22,744 shares during the last quarter. Brown Advisory Inc. increased its position in Schwab U.S. Large-Cap Value ETF by 27.4% in the 2nd quarter. Brown Advisory Inc. now owns 12,952 shares of the company’s stock worth $358,000 after buying an additional 2,787 shares during the period. Finally, Qube Research & Technologies Ltd increased its position in Schwab U.S. Large-Cap Value ETF by 2,712.1% in the 2nd quarter. Qube Research & Technologies Ltd now owns 12,542 shares of the company’s stock worth $347,000 after buying an additional 12,096 shares during the period.

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

Shares of SCHV stock opened at $34.43 on Monday. Schwab U.S. Large-Cap Value ETF has a 12 month low of $27.39 and a 12 month high of $35.05. The firm has a market cap of $15.76 billion, a PE ratio of 19.08 and a beta of 0.82. The stock has a 50 day moving average of $33.53 and a 200-day moving average of $31.90.

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.