Plus Group Wealth Advisors LLC Takes Position in Schwab U.S. Large-Cap Value ETF $SCHV

Plus Group Wealth Advisors LLC purchased a new stake in Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV) in the 4th quarter, according to the company in its most recent 13F filing with the SEC. The fund purchased 255,245 shares of the company’s stock, valued at approximately $7,558,000. Schwab U.S. Large-Cap Value ETF makes up 8.4% of Plus Group Wealth Advisors LLC’s investment portfolio, making the stock its 3rd biggest holding. Plus Group Wealth Advisors LLC owned approximately 0.05% of Schwab U.S. Large-Cap Value ETF at the end of the most recent reporting period.

Other large investors have also modified their holdings of the company. Brighton Jones LLC raised its stake in shares of Schwab U.S. Large-Cap Value ETF by 282.6% during the 4th quarter. Brighton Jones LLC now owns 28,473 shares of the company’s stock worth $742,000 after acquiring an additional 21,031 shares in the last quarter. Revolve Wealth Partners LLC boosted its holdings in shares of Schwab U.S. Large-Cap Value ETF by 200.2% in the 4th quarter. Revolve Wealth Partners LLC now owns 20,879 shares of the company’s stock valued at $544,000 after acquiring an additional 13,925 shares during the last quarter. AQR Capital Management LLC boosted its holdings in shares of Schwab U.S. Large-Cap Value ETF by 179.6% in the 1st quarter. AQR Capital Management LLC now owns 35,409 shares of the company’s stock valued at $941,000 after acquiring an additional 22,744 shares during the last quarter. Brown Advisory Inc. boosted its holdings in shares of Schwab U.S. Large-Cap Value ETF by 27.4% in the 2nd quarter. Brown Advisory Inc. now owns 12,952 shares of the company’s stock valued at $358,000 after acquiring an additional 2,787 shares during the last quarter. Finally, Qube Research & Technologies Ltd lifted its stake in shares of Schwab U.S. Large-Cap Value ETF by 2,712.1% in the 2nd quarter. Qube Research & Technologies Ltd now owns 12,542 shares of the company’s stock valued at $347,000 after purchasing an additional 12,096 shares during the period.

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

SCHV opened at $32.56 on Friday. The firm has a fifty day moving average price of $31.47 and a 200 day moving average price of $30.70. Schwab U.S. Large-Cap Value ETF has a 1 year low of $26.21 and a 1 year high of $33.08. The stock has a market cap of $15.24 billion, a P/E ratio of 19.08 and a beta of 0.83.

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.