42,474 Shares of Schwab U.S. Large-Cap Value ETF $SCHV Bought by Eagle Harbor Asset Management Inc. ADV

Eagle Harbor Asset Management Inc. ADV bought a new stake in Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV) during the third quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor bought 42,474 shares of the company’s stock, valued at approximately $1,415,000. Schwab U.S. Large-Cap Value ETF makes up 1.1% of Eagle Harbor Asset Management Inc. ADV’s investment portfolio, making the stock its 26th biggest position.

Other large investors have also modified their holdings of the company. Center for Financial Planning Inc. grew its stake in Schwab U.S. Large-Cap Value ETF by 1.8% in the first quarter. Center for Financial Planning Inc. now owns 19,879 shares of the company’s stock worth $606,000 after purchasing an additional 346 shares in the last quarter. Riversedge Advisors LLC increased its holdings in 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 valued at $2,681,000 after buying an additional 365 shares during the last quarter. NewEdge Advisors LLC increased its holdings in 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 valued at $4,597,000 after buying an additional 382 shares during the last quarter. Root Financial Partners LLC increased its holdings in Schwab U.S. Large-Cap Value ETF by 11.9% in the first quarter. Root Financial Partners LLC now owns 3,668 shares of the company’s stock valued at $112,000 after buying an additional 389 shares during the last quarter. Finally, Chicago Partners Investment Group LLC raised its stake in Schwab U.S. Large-Cap Value ETF by 0.9% during the first quarter. Chicago Partners Investment Group LLC now owns 44,234 shares of the company’s stock valued at $1,412,000 after buying an additional 390 shares in the last quarter.

Schwab U.S. Large-Cap Value ETF Stock Up 1.0%

Shares of NYSEARCA SCHV opened at $34.34 on Wednesday. The stock’s 50 day moving average price is $34.31 and its two-hundred day moving average price is $33.73. Schwab U.S. Large-Cap Value ETF has a 52-week low of $28.29 and a 52-week high of $35.49. The stock has a market capitalization of $15.56 billion, a P/E ratio of 19.08 and a beta of 0.83.

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. 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.