Asset Dedication LLC Grows Stock Holdings in Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV)

Asset Dedication LLC raised its holdings in shares of Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV) by 164.9% in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 85,685 shares of the company’s stock after buying an additional 53,343 shares during the period. Asset Dedication LLC owned about 0.06% of Schwab U.S. Large-Cap Value ETF worth $2,234,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors have also added to or reduced their stakes in SCHV. NewEdge Advisors LLC increased its holdings in Schwab U.S. Large-Cap Value ETF by 12.2% during the second quarter. NewEdge Advisors LLC now owns 12,493 shares of the company’s stock valued at $926,000 after buying an additional 1,356 shares during the last quarter. Regal Investment Advisors LLC increased its holdings in Schwab U.S. Large-Cap Value ETF by 2.3% during the second quarter. Regal Investment Advisors LLC now owns 32,619 shares of the company’s stock valued at $2,416,000 after buying an additional 740 shares during the last quarter. B. Riley Wealth Advisors Inc. increased its holdings in Schwab U.S. Large-Cap Value ETF by 17.1% during the second quarter. B. Riley Wealth Advisors Inc. now owns 17,976 shares of the company’s stock valued at $1,340,000 after buying an additional 2,623 shares during the last quarter. EP Wealth Advisors LLC increased its holdings in Schwab U.S. Large-Cap Value ETF by 4.6% during the second quarter. EP Wealth Advisors LLC now owns 42,282 shares of the company’s stock valued at $3,132,000 after buying an additional 1,878 shares during the last quarter. Finally, New Century Financial Group LLC purchased a new stake in Schwab U.S. Large-Cap Value ETF during the second quarter valued at approximately $207,000.

Schwab U.S. Large-Cap Value ETF Trading Down 0.7 %

Shares of SCHV stock opened at $27.12 on Wednesday. Schwab U.S. Large-Cap Value ETF has a 12 month low of $23.35 and a 12 month high of $28.19. The stock has a market cap of $3.92 billion, a P/E ratio of 17.88 and a beta of 0.77. The company has a 50 day simple moving average of $26.84 and a two-hundred day simple moving average of $26.48.

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.