Foundations Investment Advisors LLC Has $1.06 Million Stock Holdings in Schwab U.S. Large-Cap Value ETF $SCHV

Foundations Investment Advisors LLC boosted its holdings in shares of Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV) by 98.9% in the third quarter, Holdings Channel reports. The firm owned 36,449 shares of the company’s stock after purchasing an additional 18,122 shares during the quarter. Foundations Investment Advisors LLC’s holdings in Schwab U.S. Large-Cap Value ETF were worth $1,061,000 at the end of the most recent reporting period.

Several other large investors also recently modified their holdings of the stock. Brighton Jones LLC lifted its holdings in Schwab U.S. Large-Cap Value ETF by 282.6% during the 4th quarter. Brighton Jones LLC now owns 28,473 shares of the company’s stock valued at $742,000 after purchasing an additional 21,031 shares during the last quarter. Revolve Wealth Partners LLC increased 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 worth $544,000 after buying an additional 13,925 shares in the last quarter. AQR Capital Management LLC raised its stake in shares of Schwab U.S. Large-Cap Value ETF by 179.6% in the first quarter. AQR Capital Management LLC now owns 35,409 shares of the company’s stock valued at $941,000 after acquiring an additional 22,744 shares during the last quarter. Janney Montgomery Scott LLC boosted its holdings in shares of Schwab U.S. Large-Cap Value ETF by 1.0% in the 2nd quarter. Janney Montgomery Scott LLC now owns 60,167 shares of the company’s stock worth $1,665,000 after acquiring an additional 618 shares in the last quarter. Finally, Capital Investment Advisors LLC grew its position in Schwab U.S. Large-Cap Value ETF by 22.3% during the 2nd quarter. Capital Investment Advisors LLC now owns 10,023 shares of the company’s stock worth $277,000 after acquiring an additional 1,830 shares during the last quarter.

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

Shares of SCHV opened at $31.11 on Friday. The company has a market cap of $14.94 billion, a price-to-earnings ratio of 19.08 and a beta of 0.90. The stock has a fifty day moving average price of $30.06 and a two-hundred day moving average price of $29.17. Schwab U.S. Large-Cap Value ETF has a 52-week low of $23.08 and a 52-week high of $31.33.

About Schwab U.S. Large-Cap Value ETF

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. Large-Cap Value Total Stock Market Index includes the components ranked 1-750 by full market capitalization and that are classified as value. The Index is a float-adjusted market capitalization weighted index.