Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV) Shares Purchased by IVC Wealth Advisors LLC

IVC Wealth Advisors LLC grew its holdings in Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV) by 199.8% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 284,010 shares of the company’s stock after purchasing an additional 189,282 shares during the period. Schwab U.S. Large-Cap Value ETF comprises 4.1% of IVC Wealth Advisors LLC’s portfolio, making the stock its 5th largest holding. IVC Wealth Advisors LLC owned about 0.20% of Schwab U.S. Large-Cap Value ETF worth $7,404,000 as of its most recent SEC filing.

A number of other hedge funds have also made changes to their positions in the stock. Goldstein Advisors LLC grew its position in Schwab U.S. Large-Cap Value ETF by 177.8% during the fourth quarter. Goldstein Advisors LLC now owns 16,115 shares of the company’s stock valued at $420,000 after purchasing an additional 10,315 shares in the last quarter. Market Street Wealth Management Advisors LLC grew its holdings in shares of Schwab U.S. Large-Cap Value ETF by 194.4% during the 4th quarter. Market Street Wealth Management Advisors LLC now owns 34,653 shares of the company’s stock valued at $903,000 after acquiring an additional 22,884 shares in the last quarter. Avior Wealth Management LLC increased its stake in shares of Schwab U.S. Large-Cap Value ETF by 170.8% in the fourth quarter. Avior Wealth Management LLC now owns 14,962 shares of the company’s stock worth $390,000 after acquiring an additional 9,437 shares during the last quarter. Raleigh Capital Management Inc. increased its stake in shares of Schwab U.S. Large-Cap Value ETF by 201.9% in the fourth quarter. Raleigh Capital Management Inc. now owns 4,381 shares of the company’s stock worth $114,000 after acquiring an additional 2,930 shares during the last quarter. Finally, Mutual Advisors LLC boosted its position in Schwab U.S. Large-Cap Value ETF by 2.4% during the fourth quarter. Mutual Advisors LLC now owns 589,523 shares of the company’s stock valued at $15,740,000 after purchasing an additional 13,629 shares during the last quarter.

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

Shares of NYSEARCA SCHV opened at $27.25 on Friday. The business has a 50 day simple moving average of $26.84 and a 200 day simple moving average of $26.41. Schwab U.S. Large-Cap Value ETF has a 52 week low of $23.25 and a 52 week high of $28.19. The stock has a market cap of $3.93 billion, a price-to-earnings ratio of 17.88 and a beta of 0.77.

About Schwab U.S. Large-Cap Value ETF

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.