Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV) Shares Purchased by Courage Miller Partners LLC

Courage Miller Partners LLC lifted its holdings in shares of Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV) by 198.8% during the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 261,064 shares of the company’s stock after acquiring an additional 173,692 shares during the quarter. Schwab U.S. Large-Cap Value ETF accounts for about 2.3% of Courage Miller Partners LLC’s investment portfolio, making the stock its 14th biggest position. Courage Miller Partners LLC owned approximately 0.18% of Schwab U.S. Large-Cap Value ETF worth $6,806,000 as of its most recent SEC filing.

Other institutional investors have also modified their holdings of the company. Kiley Juergens Wealth Management LLC raised its position in shares of Schwab U.S. Large-Cap Value ETF by 150.2% in the 4th quarter. Kiley Juergens Wealth Management LLC now owns 40,402 shares of the company’s stock valued at $1,053,000 after purchasing an additional 24,253 shares in the last quarter. Aspiriant LLC increased its stake in shares of Schwab U.S. Large-Cap Value ETF by 249.6% in the fourth quarter. Aspiriant LLC now owns 52,559 shares of the company’s stock worth $1,370,000 after buying an additional 37,526 shares during the last quarter. Chesapeake Wealth Management raised its holdings in Schwab U.S. Large-Cap Value ETF by 204.3% in the fourth quarter. Chesapeake Wealth Management now owns 33,595 shares of the company’s stock valued at $876,000 after acquiring an additional 22,555 shares in the last quarter. Martel Wealth Advisors Inc increased its position in shares of Schwab U.S. Large-Cap Value ETF by 200.1% in the 4th quarter. Martel Wealth Advisors Inc now owns 524,112 shares of the company’s stock worth $13,664,000 after purchasing an additional 349,472 shares during the last quarter. Finally, ZWJ Investment Counsel Inc. lifted its position in shares of Schwab U.S. Large-Cap Value ETF by 199.9% during the fourth quarter. ZWJ Investment Counsel Inc. now owns 8,348 shares of the company’s stock worth $218,000 after purchasing an additional 5,564 shares during the last quarter.

Schwab U.S. Large-Cap Value ETF Stock Up 0.7 %

Shares of Schwab U.S. Large-Cap Value ETF stock opened at $26.88 on Tuesday. The business has a 50-day moving average price of $26.85 and a 200 day moving average price of $26.38. Schwab U.S. Large-Cap Value ETF has a fifty-two week low of $22.84 and a fifty-two week high of $28.19. The firm has a market cap of $3.88 billion, a P/E ratio of 17.88 and a beta of 0.77.

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.