Schwab U.S. Large-Cap Value ETF $SCHV Holdings Lifted by Capital Squared Financial LLC

Capital Squared Financial LLC boosted its holdings in shares of Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV) by 5.5% during the 1st quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 322,600 shares of the company’s stock after buying an additional 16,716 shares during the period. Schwab U.S. Large-Cap Value ETF makes up about 7.5% of Capital Squared Financial LLC’s holdings, making the stock its biggest position. Capital Squared Financial LLC’s holdings in Schwab U.S. Large-Cap Value ETF were worth $9,839,000 at the end of the most recent quarter.

Several other hedge funds have also recently bought and sold shares of SCHV. Mather Group LLC. boosted its position in Schwab U.S. Large-Cap Value ETF by 3.0% during the 4th quarter. Mather Group LLC. now owns 35,128,777 shares of the company’s stock worth $1,040,163,000 after acquiring an additional 1,023,339 shares during the period. Avantax Planning Partners Inc. increased its holdings in shares of Schwab U.S. Large-Cap Value ETF by 1.1% in the 4th quarter. Avantax Planning Partners Inc. now owns 10,187,907 shares of the company’s stock valued at $301,664,000 after purchasing an additional 108,122 shares during the period. Mariner LLC lifted its position in shares of Schwab U.S. Large-Cap Value ETF by 3.8% in the fourth quarter. Mariner LLC now owns 9,103,028 shares of the company’s stock worth $269,542,000 after purchasing an additional 329,550 shares in the last quarter. Vantagepoint Investment Advisers LLC lifted its position in shares of Schwab U.S. Large-Cap Value ETF by 0.8% in the fourth quarter. Vantagepoint Investment Advisers LLC now owns 8,516,803 shares of the company’s stock worth $252,183,000 after purchasing an additional 66,800 shares in the last quarter. Finally, Valpey Financial Services LLC boosted its holdings in shares of Schwab U.S. Large-Cap Value ETF by 2,913.4% during the fourth quarter. Valpey Financial Services LLC now owns 6,251,249 shares of the company’s stock worth $185,099,000 after purchasing an additional 6,043,804 shares during the period.

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

SCHV traded up $0.07 on Friday, reaching $34.39. 1,920,876 shares of the company traded hands, compared to its average volume of 4,171,099. The company has a market cap of $15.77 billion, a price-to-earnings ratio of 19.08 and a beta of 0.82. The stock’s 50 day moving average price is $33.76 and its 200-day moving average price is $32.05. Schwab U.S. Large-Cap Value ETF has a 52-week low of $27.39 and a 52-week high of $35.05.

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.