Brand Asset Management Group Inc. grew its position in Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV – Free Report) by 165.4% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 232,530 shares of the company’s stock after acquiring an additional 144,911 shares during the period. Schwab U.S. Large-Cap Value ETF comprises about 2.5% of Brand Asset Management Group Inc.’s portfolio, making the stock its 13th largest holding. Brand Asset Management Group Inc. owned 0.16% of Schwab U.S. Large-Cap Value ETF worth $6,062,000 at the end of the most recent reporting period.
Several other institutional investors also recently modified their holdings of SCHV. Grant GrossMendelsohn LLC boosted its holdings in shares of Schwab U.S. Large-Cap Value ETF by 182.4% during the fourth quarter. Grant GrossMendelsohn LLC now owns 123,931 shares of the company’s stock worth $3,231,000 after acquiring an additional 80,040 shares during the period. Wealthcare Advisory Partners LLC increased its holdings in Schwab U.S. Large-Cap Value ETF by 193.2% in the 4th quarter. Wealthcare Advisory Partners LLC now owns 541,438 shares of the company’s stock valued at $14,115,000 after buying an additional 356,781 shares during the period. Total Wealth Planning LLC raised its position in Schwab U.S. Large-Cap Value ETF by 175.5% during the fourth quarter. Total Wealth Planning LLC now owns 292,678 shares of the company’s stock valued at $7,630,000 after purchasing an additional 186,440 shares in the last quarter. Capital Planning LLC boosted its stake in shares of Schwab U.S. Large-Cap Value ETF by 203.7% in the 4th quarter. Capital Planning LLC now owns 331,742 shares of the company’s stock valued at $8,649,000 after purchasing an additional 222,509 shares in the last quarter. Finally, Harbor Group Inc. boosted its holdings in shares of Schwab U.S. Large-Cap Value ETF by 199.1% during the 4th quarter. Harbor Group Inc. now owns 337,175 shares of the company’s stock valued at $8,790,000 after acquiring an additional 224,454 shares in the last quarter.
Schwab U.S. Large-Cap Value ETF Price Performance
Shares of NYSEARCA SCHV opened at $26.88 on Friday. The firm has a market cap of $3.88 billion, a PE ratio of 17.88 and a beta of 0.77. The company has a 50 day simple moving average of $26.86 and a 200 day simple moving average of $26.34. Schwab U.S. Large-Cap Value ETF has a 1 year low of $22.84 and a 1 year high of $28.19.
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.
See Also
- Five stocks we like better than Schwab U.S. Large-Cap Value ETF
- Unveiling The Power Of VWAP: A Key Indicator For Traders
- AI Demand Sparks Opportunities for These 3 Nuclear Energy Leaders
- Which Wall Street Analysts are the Most Accurate?
- TSMC: Long-Term Outlook Still Strong as Geopolitical Risk Rises
- How the NYSE and NASDAQ are Different, Why That Matters to Investors
- Uber’s NVIDIA Deal and Buybacks Signal Major Upside
Receive News & Ratings for Schwab U.S. Large-Cap Value ETF Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Schwab U.S. Large-Cap Value ETF and related companies with MarketBeat.com's FREE daily email newsletter.
