Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV) Shares Bought by Carret Asset Management LLC

Carret Asset Management LLC grew its holdings in shares of Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV) by 3.0% during the 1st quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm owned 22,518 shares of the company’s stock after purchasing an additional 650 shares during the period. Carret Asset Management LLC’s holdings in Schwab U.S. Large-Cap Value ETF were worth $599,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds also recently added to or reduced their stakes in the business. Hanson & Doremus Investment Management increased its position in Schwab U.S. Large-Cap Value ETF by 23.1% during the 1st quarter. Hanson & Doremus Investment Management now owns 2,175 shares of the company’s stock worth $58,000 after purchasing an additional 408 shares during the period. Compass Planning Associates Inc increased its position in Schwab U.S. Large-Cap Value ETF by 0.5% during the 1st quarter. Compass Planning Associates Inc now owns 94,603 shares of the company’s stock worth $2,515,000 after purchasing an additional 505 shares during the period. Patriot Financial Group Insurance Agency LLC increased its position in Schwab U.S. Large-Cap Value ETF by 2.2% during the 1st quarter. Patriot Financial Group Insurance Agency LLC now owns 27,368 shares of the company’s stock worth $727,000 after purchasing an additional 583 shares during the period. BCS Wealth Management increased its position in Schwab U.S. Large-Cap Value ETF by 0.9% during the 1st quarter. BCS Wealth Management now owns 74,070 shares of the company’s stock worth $1,969,000 after purchasing an additional 626 shares during the period. Finally, Kohmann Bosshard Financial Services LLC increased its position in Schwab U.S. Large-Cap Value ETF by 18.8% during the 4th quarter. Kohmann Bosshard Financial Services LLC now owns 4,112 shares of the company’s stock worth $107,000 after purchasing an additional 652 shares during the period.

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

Shares of NYSEARCA:SCHV opened at $27.13 on Friday. The business’s 50 day simple moving average is $26.36 and its 200-day simple moving average is $26.49. The firm has a market capitalization of $12.28 billion, a price-to-earnings ratio of 19.08 and a beta of 0.89. Schwab U.S. Large-Cap Value ETF has a 12 month low of $23.08 and a 12 month high of $28.19.

Schwab U.S. Large-Cap Value ETF 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.