Dynamic Advisor Solutions LLC Boosts Stake in Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV)

Dynamic Advisor Solutions LLC raised its position in shares of Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV) by 2.8% in the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 46,385 shares of the company’s stock after buying an additional 1,266 shares during the quarter. Dynamic Advisor Solutions LLC’s holdings in Schwab U.S. Large-Cap Value ETF were worth $3,436,000 as of its most recent SEC filing.

Several other institutional investors have also added to or reduced their stakes in SCHV. EP Wealth Advisors LLC grew its holdings in shares of Schwab U.S. Large-Cap Value ETF by 0.4% in the first quarter. EP Wealth Advisors LLC now owns 40,404 shares of the company’s stock valued at $3,070,000 after purchasing an additional 162 shares in the last quarter. Western Wealth Management LLC grew its stake in shares of Schwab U.S. Large-Cap Value ETF by 3.0% in the 4th quarter. Western Wealth Management LLC now owns 5,968 shares of the company’s stock worth $418,000 after buying an additional 175 shares in the last quarter. Mirador Capital Partners LP increased its holdings in shares of Schwab U.S. Large-Cap Value ETF by 4.1% in the 2nd quarter. Mirador Capital Partners LP now owns 4,454 shares of the company’s stock worth $330,000 after buying an additional 177 shares during the last quarter. Cadence Wealth Management LLC raised its position in shares of Schwab U.S. Large-Cap Value ETF by 2.9% during the 4th quarter. Cadence Wealth Management LLC now owns 6,713 shares of the company’s stock valued at $471,000 after buying an additional 191 shares in the last quarter. Finally, StoneX Group Inc. raised its position in shares of Schwab U.S. Large-Cap Value ETF by 1.9% during the 4th quarter. StoneX Group Inc. now owns 10,472 shares of the company’s stock valued at $734,000 after buying an additional 191 shares in the last quarter.

Schwab U.S. Large-Cap Value ETF Trading Up 0.4 %

SCHV opened at $75.11 on Tuesday. The stock has a 50-day moving average of $75.04 and a 200 day moving average of $73.98. Schwab U.S. Large-Cap Value ETF has a 12 month low of $60.99 and a 12 month high of $77.79. The firm has a market cap of $10.85 billion, a P/E ratio of 17.88 and a beta of 0.77.

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.