Whitaker Myers Wealth Managers LTD. grew its holdings in shares of Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV – Free Report) by 29.6% during the second quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 488,069 shares of the company’s stock after buying an additional 111,536 shares during the period. Schwab U.S. Large-Cap Value ETF accounts for about 3.4% of Whitaker Myers Wealth Managers LTD.’s investment portfolio, making the stock its 12th biggest holding. Whitaker Myers Wealth Managers LTD. owned 0.11% of Schwab U.S. Large-Cap Value ETF worth $13,505,000 at the end of the most recent quarter.
Other hedge funds and other institutional investors have also made changes to their positions in the company. First Community Trust NA acquired a new stake in Schwab U.S. Large-Cap Value ETF in the 2nd quarter valued at approximately $33,000. Collective Family Office LLC bought a new position in shares of Schwab U.S. Large-Cap Value ETF in the second quarter worth $216,000. Marotta Asset Management increased its holdings in shares of Schwab U.S. Large-Cap Value ETF by 128.1% during the second quarter. Marotta Asset Management now owns 12,647 shares of the company’s stock valued at $350,000 after purchasing an additional 7,103 shares during the period. Lynx Investment Advisory raised its stake in shares of Schwab U.S. Large-Cap Value ETF by 21.2% during the first quarter. Lynx Investment Advisory now owns 16,623 shares of the company’s stock valued at $442,000 after purchasing an additional 2,910 shares in the last quarter. Finally, Vista Cima Wealth Management LLC bought a new stake in shares of Schwab U.S. Large-Cap Value ETF during the first quarter valued at about $4,253,000.
Schwab U.S. Large-Cap Value ETF Stock Down 0.7%
Shares of SCHV opened at $28.94 on Friday. The firm has a market capitalization of $13.25 billion, a PE ratio of 19.08 and a beta of 0.94. The firm has a 50-day moving average price of $28.30 and a 200 day moving average price of $27.07. Schwab U.S. Large-Cap Value ETF has a 52-week low of $23.08 and a 52-week high of $29.16.
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.
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