Kestra Advisory Services LLC Acquires 203,910 Shares of Schwab U.S. Large-Cap Value ETF $SCHV

Kestra Advisory Services LLC increased its holdings in Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV) by 33.5% during the first quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 811,887 shares of the company’s stock after buying an additional 203,910 shares during the quarter. Kestra Advisory Services LLC’s holdings in Schwab U.S. Large-Cap Value ETF were worth $24,763,000 at the end of the most recent reporting period.

Several other large investors also recently added to or reduced their stakes in the business. Money Concepts Capital Corp increased its holdings in Schwab U.S. Large-Cap Value ETF by 115.2% during the first quarter. Money Concepts Capital Corp now owns 114,452 shares of the company’s stock valued at $3,491,000 after buying an additional 61,258 shares during the last quarter. Rockwood Wealth Management LLC purchased a new stake in shares of Schwab U.S. Large-Cap Value ETF in the 1st quarter worth $649,000. Axxcess Wealth Management LLC purchased a new stake in shares of Schwab U.S. Large-Cap Value ETF in the 1st quarter worth $431,000. Westbourne Investment Advisors Inc. raised its holdings in Schwab U.S. Large-Cap Value ETF by 3.7% in the 1st quarter. Westbourne Investment Advisors Inc. now owns 189,297 shares of the company’s stock worth $5,774,000 after purchasing an additional 6,682 shares during the period. Finally, PUREfi Wealth LLC bought a new position in Schwab U.S. Large-Cap Value ETF in the 1st quarter worth $316,000.

Schwab U.S. Large-Cap Value ETF Trading Up 0.2%

NYSEARCA SCHV traded up $0.07 on Friday, hitting $34.39. 1,920,876 shares of the company traded hands, compared to its average volume of 4,171,099. The company has a market capitalization of $15.75 billion, a price-to-earnings ratio of 19.08 and a beta of 0.82. The business’s 50 day moving average price is $33.76 and its 200-day moving average price is $32.05. Schwab U.S. Large-Cap Value ETF has a 52-week low of $27.39 and a 52-week high of $35.05.

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. 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.