Global Retirement Partners LLC Grows Stock Position in Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV)

Global Retirement Partners LLC raised its stake in shares of Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV) by 186.5% in the fourth quarter, according to its most recent 13F filing with the SEC. The fund owned 95,579 shares of the company’s stock after buying an additional 62,223 shares during the period. Global Retirement Partners LLC owned about 0.07% of Schwab U.S. Large-Cap Value ETF worth $2,492,000 at the end of the most recent quarter.

Other institutional investors have also modified their holdings of the company. Raymond James & Associates increased its stake in shares of Schwab U.S. Large-Cap Value ETF by 8.0% in the 3rd quarter. Raymond James & Associates now owns 41,762 shares of the company’s stock valued at $3,356,000 after purchasing an additional 3,095 shares in the last quarter. Foundations Investment Advisors LLC increased its stake in shares of Schwab U.S. Large-Cap Value ETF by 13.2% in the 3rd quarter. Foundations Investment Advisors LLC now owns 4,034 shares of the company’s stock valued at $324,000 after purchasing an additional 470 shares in the last quarter. Grey Fox Wealth Advisors LLC increased its stake in shares of Schwab U.S. Large-Cap Value ETF by 1.8% in the 3rd quarter. Grey Fox Wealth Advisors LLC now owns 40,197 shares of the company’s stock valued at $3,231,000 after purchasing an additional 716 shares in the last quarter. Bogart Wealth LLC increased its stake in shares of Schwab U.S. Large-Cap Value ETF by 2.5% in the 3rd quarter. Bogart Wealth LLC now owns 149,814 shares of the company’s stock valued at $12,041,000 after purchasing an additional 3,724 shares in the last quarter. Finally, Silver Oak Securities Incorporated increased its stake in shares of Schwab U.S. Large-Cap Value ETF by 20.7% in the 3rd quarter. Silver Oak Securities Incorporated now owns 14,256 shares of the company’s stock valued at $1,142,000 after purchasing an additional 2,448 shares in the last quarter.

Schwab U.S. Large-Cap Value ETF Stock Down 0.4 %

Shares of Schwab U.S. Large-Cap Value ETF stock opened at $27.50 on Friday. Schwab U.S. Large-Cap Value ETF has a twelve month low of $23.84 and a twelve month high of $28.19. The business has a 50-day moving average price of $26.71 and a 200 day moving average price of $26.68. The firm has a market cap of $3.97 billion, a PE ratio of 17.88 and a beta of 0.77.

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.