Schwab U.S. Large-Cap Value ETF $SCHV Shares Purchased by Envestnet Portfolio Solutions Inc.

Envestnet Portfolio Solutions Inc. boosted its holdings in shares of Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV) by 3.5% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 1,186,424 shares of the company’s stock after buying an additional 40,496 shares during the period. Envestnet Portfolio Solutions Inc.’s holdings in Schwab U.S. Large-Cap Value ETF were worth $35,130,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other institutional investors have also added to or reduced their stakes in the company. Vantagepoint Investment Advisers LLC acquired a new position in shares of Schwab U.S. Large-Cap Value ETF during the third quarter valued at about $245,980,000. Wellington Management Group LLP acquired a new position in Schwab U.S. Large-Cap Value ETF during the 3rd quarter valued at approximately $68,742,000. Sei Investments Co. raised its holdings in shares of Schwab U.S. Large-Cap Value ETF by 3.0% in the third quarter. Sei Investments Co. now owns 44,357,295 shares of the company’s stock worth $1,291,242,000 after buying an additional 1,295,102 shares during the last quarter. Mather Group LLC. raised its holdings in shares of Schwab U.S. Large-Cap Value ETF by 3.0% in the fourth quarter. Mather Group LLC. now owns 35,128,777 shares of the company’s stock worth $1,040,163,000 after buying an additional 1,023,339 shares during the last quarter. Finally, World Investment Advisors lifted its stake in shares of Schwab U.S. Large-Cap Value ETF by 628.0% during the fourth quarter. World Investment Advisors now owns 980,974 shares of the company’s stock worth $28,503,000 after buying an additional 846,224 shares during the period.

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

NYSEARCA SCHV opened at $32.62 on Tuesday. The company has a market cap of $15.27 billion, a price-to-earnings ratio of 19.08 and a beta of 0.83. The stock’s fifty day moving average price is $31.49 and its 200 day moving average price is $30.73. Schwab U.S. Large-Cap Value ETF has a 1 year low of $26.21 and a 1 year high of $33.08.

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. 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.