Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV) Shares Purchased by Investments & Financial Planning LLC

Investments & Financial Planning LLC lifted its position in Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV) by 198.8% in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 10,180 shares of the company’s stock after acquiring an additional 6,773 shares during the quarter. Schwab U.S. Large-Cap Value ETF accounts for approximately 0.2% of Investments & Financial Planning LLC’s holdings, making the stock its 29th largest position. Investments & Financial Planning LLC’s holdings in Schwab U.S. Large-Cap Value ETF were worth $265,000 at the end of the most recent quarter.

A number of other institutional investors have also made changes to their positions in SCHV. Sanctuary Advisors LLC bought a new position in Schwab U.S. Large-Cap Value ETF in the second quarter worth about $1,169,000. Brookstone Capital Management raised its position in shares of Schwab U.S. Large-Cap Value ETF by 70.4% during the 3rd quarter. Brookstone Capital Management now owns 37,175 shares of the company’s stock worth $2,988,000 after purchasing an additional 15,353 shares during the period. CWM LLC lifted its holdings in shares of Schwab U.S. Large-Cap Value ETF by 6.3% in the 3rd quarter. CWM LLC now owns 39,383 shares of the company’s stock worth $3,165,000 after purchasing an additional 2,339 shares during the last quarter. Capital Insight Partners LLC boosted its position in Schwab U.S. Large-Cap Value ETF by 1.5% during the 3rd quarter. Capital Insight Partners LLC now owns 9,061 shares of the company’s stock valued at $728,000 after purchasing an additional 131 shares during the period. Finally, Keeler & Nadler Financial Planning & Wealth Management grew its stake in Schwab U.S. Large-Cap Value ETF by 7.8% during the 3rd quarter. Keeler & Nadler Financial Planning & Wealth Management now owns 168,893 shares of the company’s stock worth $13,574,000 after buying an additional 12,256 shares during the last quarter.

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

Shares of NYSEARCA SCHV opened at $27.27 on Friday. The firm has a market capitalization of $3.94 billion, a PE ratio of 17.88 and a beta of 0.77. Schwab U.S. Large-Cap Value ETF has a 1-year low of $23.35 and a 1-year high of $28.19. The business’s fifty day moving average price is $26.76 and its two-hundred day moving average price is $26.54.

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.