Schwab U.S. Large-Cap Value ETF $SCHV Shares Newly Purchased by Kelleher Financial Advisors

Kelleher Financial Advisors acquired a new stake in shares of Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV) during the 3rd quarter, according to its most recent Form 13F filing with the SEC. The institutional investor acquired 29,220 shares of the company’s stock, valued at approximately $973,000.

Other institutional investors also recently bought and sold shares of the company. Center for Financial Planning Inc. increased its stake in Schwab U.S. Large-Cap Value ETF by 1.8% during the 1st quarter. Center for Financial Planning Inc. now owns 19,879 shares of the company’s stock valued at $606,000 after purchasing an additional 346 shares in the last quarter. Riversedge Advisors LLC lifted its stake in shares of Schwab U.S. Large-Cap Value ETF by 0.5% in the third quarter. Riversedge Advisors LLC now owns 80,473 shares of the company’s stock worth $2,681,000 after buying an additional 365 shares in the last quarter. NewEdge Advisors LLC lifted its stake in shares of Schwab U.S. Large-Cap Value ETF by 0.3% in the first quarter. NewEdge Advisors LLC now owns 150,725 shares of the company’s stock worth $4,597,000 after buying an additional 382 shares in the last quarter. Chicago Partners Investment Group LLC lifted its stake in shares of Schwab U.S. Large-Cap Value ETF by 0.9% in the first quarter. Chicago Partners Investment Group LLC now owns 44,234 shares of the company’s stock worth $1,412,000 after buying an additional 390 shares in the last quarter. Finally, Chapin Davis Inc. grew its holdings in shares of Schwab U.S. Large-Cap Value ETF by 4.0% during the second quarter. Chapin Davis Inc. now owns 12,110 shares of the company’s stock valued at $422,000 after buying an additional 470 shares during the last quarter.

Schwab U.S. Large-Cap Value ETF Stock Up 1.7%

NYSEARCA:SCHV opened at $35.16 on Thursday. The stock has a market cap of $15.92 billion, a price-to-earnings ratio of 19.08 and a beta of 0.82. The company’s 50 day moving average price is $34.21 and its 200-day moving average price is $33.15. Schwab U.S. Large-Cap Value ETF has a 52 week low of $28.29 and a 52 week high of $35.49.

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.