Blue Bell Private Wealth Management LLC Acquires 95,599 Shares of Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV)

Blue Bell Private Wealth Management LLC raised its position in shares of Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV) by 195.0% in the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 144,625 shares of the company’s stock after acquiring an additional 95,599 shares during the period. Schwab U.S. Large-Cap Value ETF makes up approximately 0.7% of Blue Bell Private Wealth Management LLC’s investment portfolio, making the stock its 24th largest position. Blue Bell Private Wealth Management LLC owned about 0.10% of Schwab U.S. Large-Cap Value ETF worth $3,770,000 at the end of the most recent reporting period.

A number of other institutional investors also recently made changes to their positions in the company. Mather Group LLC. boosted its holdings in shares of Schwab U.S. Large-Cap Value ETF by 197.4% during the fourth quarter. Mather Group LLC. now owns 31,961,534 shares of the company’s stock worth $833,237,000 after acquiring an additional 21,215,739 shares during the period. Gemmer Asset Management LLC boosted its holdings in shares of Schwab U.S. Large-Cap Value ETF by 206.9% during the fourth quarter. Gemmer Asset Management LLC now owns 4,188,511 shares of the company’s stock worth $109,194,000 after acquiring an additional 2,823,773 shares during the period. Savant Capital LLC boosted its holdings in shares of Schwab U.S. Large-Cap Value ETF by 187.3% during the fourth quarter. Savant Capital LLC now owns 3,456,606 shares of the company’s stock worth $90,114,000 after acquiring an additional 2,253,597 shares during the period. Rainey & Randall Wealth Advisors Inc. boosted its holdings in shares of Schwab U.S. Large-Cap Value ETF by 212.4% during the fourth quarter. Rainey & Randall Wealth Advisors Inc. now owns 2,877,420 shares of the company’s stock worth $75,014,000 after acquiring an additional 1,956,262 shares during the period. Finally, Mokosak Advisory Group LLC boosted its holdings in shares of Schwab U.S. Large-Cap Value ETF by 201.5% during the fourth quarter. Mokosak Advisory Group LLC now owns 2,796,842 shares of the company’s stock worth $72,914,000 after acquiring an additional 1,869,197 shares during the period.

Schwab U.S. Large-Cap Value ETF Trading Down 1.0 %

NYSEARCA SCHV opened at $26.69 on Friday. Schwab U.S. Large-Cap Value ETF has a 1-year low of $23.84 and a 1-year high of $28.19. The company has a 50 day moving average of $26.88 and a 200-day moving average of $26.82. The company has a market cap of $11.97 billion, a price-to-earnings ratio of 19.93 and a beta of 0.96.

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.