Whitaker Myers Wealth Managers LTD. grew its position in shares of Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV – Free Report) by 5.6% during the 1st quarter, Holdings Channel reports. The firm owned 376,533 shares of the company’s stock after purchasing an additional 19,842 shares during the period. Schwab U.S. Large-Cap Value ETF comprises 2.8% of Whitaker Myers Wealth Managers LTD.’s investment portfolio, making the stock its 13th largest position. Whitaker Myers Wealth Managers LTD.’s holdings in Schwab U.S. Large-Cap Value ETF were worth $10,008,000 at the end of the most recent quarter.
Other hedge funds and other institutional investors also recently modified their holdings of the company. Capital & Planning LLC increased its holdings in shares of Schwab U.S. Large-Cap Value ETF by 203.7% in the fourth quarter. Capital & Planning LLC now owns 331,742 shares of the company’s stock valued at $8,649,000 after buying an additional 222,509 shares in the last quarter. Ironwood Wealth Management LLC. grew its holdings in shares of Schwab U.S. Large-Cap Value ETF by 201.9% in the 4th quarter. Ironwood Wealth Management LLC. now owns 29,232 shares of the company’s stock worth $762,000 after acquiring an additional 19,550 shares during the last quarter. Brighton Jones LLC raised its position in shares of Schwab U.S. Large-Cap Value ETF by 282.6% during 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 lifted its holdings in shares of Schwab U.S. Large-Cap Value ETF by 200.2% during the fourth quarter. Revolve Wealth Partners LLC now owns 20,879 shares of the company’s stock valued at $544,000 after purchasing an additional 13,925 shares during the last quarter. Finally, Stratos Wealth Partners LTD. lifted its holdings in shares of Schwab U.S. Large-Cap Value ETF by 389.2% during the fourth quarter. Stratos Wealth Partners LTD. now owns 109,526 shares of the company’s stock valued at $2,855,000 after purchasing an additional 87,137 shares during the last quarter.
Schwab U.S. Large-Cap Value ETF Stock Up 1.0%
NYSEARCA:SCHV opened at $27.11 on Friday. The stock has a fifty day simple moving average of $25.88 and a 200 day simple moving average of $26.54. The firm has a market capitalization of $12.27 billion, a price-to-earnings ratio of 19.08 and a beta of 0.89. Schwab U.S. Large-Cap Value ETF has a 1-year low of $23.08 and a 1-year high of $28.19.
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.
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