Mission Wealth Management LP Has $3.01 Million Stock Position in Schwab U.S. Large-Cap Value ETF $SCHV

Mission Wealth Management LP raised its position in Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV) by 1,045.9% during the second quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 108,600 shares of the company’s stock after purchasing an additional 99,123 shares during the quarter. Mission Wealth Management LP’s holdings in Schwab U.S. Large-Cap Value ETF were worth $3,005,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors also recently made changes to their positions in SCHV. Exchange Traded Concepts LLC bought a new stake in shares of Schwab U.S. Large-Cap Value ETF in the 2nd quarter valued at approximately $30,071,000. Envestnet Asset Management Inc. lifted its stake in Schwab U.S. Large-Cap Value ETF by 3.5% in the first quarter. Envestnet Asset Management Inc. now owns 16,489,014 shares of the company’s stock valued at $438,278,000 after acquiring an additional 562,331 shares during the last quarter. Geneos Wealth Management Inc. grew its position in Schwab U.S. Large-Cap Value ETF by 423.8% in the first quarter. Geneos Wealth Management Inc. now owns 671,238 shares of the company’s stock worth $17,842,000 after acquiring an additional 543,091 shares in the last quarter. Seek First Inc. acquired a new position in shares of Schwab U.S. Large-Cap Value ETF during the 1st quarter worth $12,863,000. Finally, Merit Financial Group LLC raised its holdings in shares of Schwab U.S. Large-Cap Value ETF by 129.1% during the 2nd quarter. Merit Financial Group LLC now owns 851,158 shares of the company’s stock valued at $23,552,000 after purchasing an additional 479,673 shares in the last quarter.

Schwab U.S. Large-Cap Value ETF Trading Up 0.1%

SCHV stock opened at $28.91 on Monday. The firm has a market cap of $13.68 billion, a PE ratio of 19.08 and a beta of 0.90. Schwab U.S. Large-Cap Value ETF has a 1 year low of $23.08 and a 1 year high of $29.47. The company has a fifty day simple moving average of $28.95 and a 200 day simple moving average of $27.83.

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.