NewEdge Wealth LLC lessened its position in shares of Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV – Free Report) by 21.6% in the 1st quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 94,496 shares of the company’s stock after selling 25,970 shares during the quarter. NewEdge Wealth LLC’s holdings in Schwab U.S. Large-Cap Value ETF were worth $2,882,000 at the end of the most recent quarter.
A number of other large investors have also recently added to or reduced their stakes in the business. JPL Wealth Management LLC acquired a new position in Schwab U.S. Large-Cap Value ETF during the third quarter worth about $26,000. Laurel Wealth Advisors LLC purchased a new stake in shares of Schwab U.S. Large-Cap Value ETF in the fourth quarter valued at about $27,000. Ascentis Independent Advisors acquired a new stake in shares of Schwab U.S. Large-Cap Value ETF in the first quarter valued at approximately $32,000. IFC & Insurance Marketing Inc. acquired a new stake in shares of Schwab U.S. Large-Cap Value ETF in the fourth quarter valued at approximately $38,000. Finally, Strategic Wealth Advisors LLC grew its position in shares of Schwab U.S. Large-Cap Value ETF by 95.6% in the first quarter. Strategic Wealth Advisors LLC now owns 1,526 shares of the company’s stock valued at $46,000 after purchasing an additional 746 shares during the last quarter.
Schwab U.S. Large-Cap Value ETF Price Performance
Shares of SCHV opened at $34.24 on Friday. Schwab U.S. Large-Cap Value ETF has a 1-year low of $27.39 and a 1-year high of $35.05. The stock has a market cap of $15.77 billion, a price-to-earnings ratio of 19.08 and a beta of 0.82. The firm has a 50 day simple moving average of $34.03 and a 200-day simple moving average of $32.35.
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.
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