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GoalVest Advisory LLC acquires new shares in Schwab US Large-Cap Value ETF (NYSEARCA:SCHV)

GoalVest Advisory LLC acquires new shares in Schwab US Large-Cap Value ETF (NYSEARCA:SCHV)


GoalVest Advisory LLC acquired a new position in shares of Schwab US Large-Cap Value ETF (NYSEARCA:SCHV – Free Report) during the 1st quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional investor bought 2,291 shares of the company’s stock valued at approximately $174,000.

A number of other large investors have also recently changed their hold on the company. Mather Group LLC. increased its holdings in Schwab US Large-Cap Value ETF by 6.9% in the 4th quarter. Mather Group LLC. now owns 10,542,762 shares of the company’s stock valued at $739,048,000 after buying an additional 680,703 shares in the last quarter. Sei Investments Co. increased its holdings in Schwab US Large-Cap Value ETF by 17.6% in the 4th quarter. Sei Investments Co. now owns 10,378,700 shares of the company’s stock valued at $727,545,000 after buying an additional 1,554,598 shares in the last quarter. Envestnet Asset Management Inc. increased its holdings in shares of Schwab US Large-Cap Value ETF by 0.8% in the 4th quarter. Envestnet Asset Management Inc. now owns 3,853,373 shares of the company’s stock valued at $270,121,000 after acquiring an additional 31,577 shares during the period. Gemmer Asset Management LLC increased its holdings in shares of Schwab US Large-Cap Value ETF by 1.2% in the fourth quarter. Gemmer Asset Management LLC now owns 1,266,715 shares of the company’s stock valued at $88,797,000 after acquiring an additional 15,600 shares during the last quarter. Finally, Financial Advisors LLC increased its holdings in shares of Schwab US Large-Cap Value ETF by 0.6% in the fourth quarter. Financial Advisors LLC now owns 887,328 shares of the company’s stock valued at $62,202,000 after acquiring an additional 4,959 shares during the period.

Price development of the Schwab US Large-Cap Value ETF

Shares of Schwab US Large-Cap Value ETF opened at $74.07 on Friday. Schwab US Large-Cap Value ETF has a 1-year low of $60.99 and a 1-year high of $76.13. The company has a market cap of $10.70 billion, a P/E ratio of 17.88 and a beta of 0.77. The company’s 50-day moving average price is $74.26 and its 200-day moving average price is $72.65.

Company profile of 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

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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).

Institutional ownership by quarter for Schwab US Large-Cap Value ETF (NYSEARCA:SCHV)



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