B. Riley Wealth Advisors Inc. increased its position in Schwab US Large-Cap Value ETF (NYSEARCA:SCHV – Free Report) by 20.7% during the fourth quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 18,533 shares of the company’s stock after purchasing an additional 3,180 shares during the quarter. B. Riley Wealth Advisors Inc.’s holdings in Schwab US Large-Cap Value ETF were worth $1,299,000 at the end of the most recent quarter.
A number of other hedge funds and other institutional investors have also recently bought and sold shares of SCHV. Brown Wealth Management LLC increased its holdings in shares of 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 worth $2,201,000 after buying an additional 290 shares in the last quarter. Nadler Financial Group Inc. increased its holdings in shares of 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 worth $3,779,000 after buying an additional 17,350 shares in the last quarter. Watershed Private Wealth LLC increased its holdings in shares of 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 acquiring an additional 11,255 shares during the period. Mokosak Advisory Group LLC increased its holdings in shares of 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 acquiring an additional 23,321 shares during the last quarter. Finally, RWA Wealth Partners LLC increased its holdings in shares of 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 acquiring an additional 63,511 shares during the period.
Schwab US Large-Cap Value ETF Stock Performance
NYSEARCA SCHV shares opened at $74.76 on Thursday. The 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 $10.80 billion, a P/E ratio of 17.88 and a beta of 0.77. The stock has a 50-day moving average price of $73.98 and a 200-day moving average price of $72.37.
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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