Wealthspire Advisors LLC reduced its holdings in shares of Schwab US Large-Cap Value ETF (NYSEARCA:SCHV – Free Report) by 4.3% during the 1st quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 11,519 shares of the company’s stock after selling 521 shares during the same period. Wealthspire Advisors LLC’s holdings in Schwab US Large-Cap Value ETF were worth $875,000 at the end of the last quarter.
Other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. Brown Wealth Management LLC increased its holdings in Schwab US Large-Cap Value ETF by 0.9% in the fourth quarter. Brown Wealth Management LLC now owns 31,392 shares of the company’s stock valued at $2,201,000 after buying an additional 290 shares in the last quarter. Nadler Financial Group Inc. increased its holdings in Schwab US Large-Cap Value ETF by 47.5% in the fourth quarter. Nadler Financial Group Inc. now owns 53,910 shares of the company’s stock valued at $3,779,000 after buying an additional 17,350 shares in the last quarter. Watershed Private Wealth LLC increased its holdings in Schwab US Large-Cap Value ETF by 106.0% in the fourth quarter. Watershed Private Wealth LLC now owns 21,872 shares of the company’s stock valued at $1,533,000 after purchasing an additional 11,255 shares in the last quarter. Mokosak Advisory Group LLC increased its holdings in Schwab US Large-Cap Value ETF by 2.9% in the fourth quarter. Mokosak Advisory Group LLC now owns 822,674 shares of the company’s stock valued at $57,668,000 after purchasing an additional 23,321 shares in the last quarter. Finally, RWA Wealth Partners LLC increased its holdings in Schwab US Large-Cap Value ETF by 184.6% in the fourth quarter. RWA Wealth Partners LLC now owns 97,919 shares of the company’s stock valued at $6,864,000 after purchasing an additional 63,511 shares in the last quarter.
Schwab US Large-Cap Value ETF up 0.6%
NYSEARCA SCHV opened at $75.87 on Friday. The stock’s 50-day moving average is $74.56 and its 200-day moving average is $73.05. The company has a market cap of $10.96 billion, a price-to-earnings ratio of 17.88 and a beta of 0.77. The Schwab US Large-Cap Value ETF has a 1-year low of $60.99 and a 1-year high of $76.28.
Profile of the Schwab US Large-Cap Value ETF
(Free report)
The objective of the Schwab US Large-Cap Value ETF (the Fund) is to track the total return of the Dow Jones US Large-Cap Value Total Stock Market Index (the Index). The Fund’s Index includes the large-cap value portion of the Dow Jones US Total Stock Market Index available to investors in the market. The Dow Jones US
Read more
Want to see which other hedge funds hold SCHV? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Schwab US Large-Cap Value ETF (NYSEARCA:SCHV – Free Report).
Get daily news and reviews on the Schwab US Large-Cap Value ETF – Enter your email address below to receive a concise daily summary of the latest news and analysts’ ratings for Schwab US Large-Cap Value ETF and related companies with MarketBeat.com’s FREE daily email newsletter.
