HBK Sorce Advisory LLC Boosts Stock Position in Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV)

HBK Sorce Advisory LLC grew its holdings in Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV) by 1.7% in the first quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 294,081 shares of the company’s stock after buying an additional 4,962 shares during the quarter. HBK Sorce Advisory LLC owned 0.07% of Schwab U.S. Large-Cap Value ETF worth $7,817,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds have also made changes to their positions in the business. Independent Solutions Wealth Management LLC increased its position in shares of Schwab U.S. Large-Cap Value ETF by 3.7% in the first quarter. Independent Solutions Wealth Management LLC now owns 306,035 shares of the company’s stock valued at $8,134,000 after buying an additional 10,855 shares in the last quarter. Saxony Capital Management LLC purchased a new stake in shares of Schwab U.S. Large-Cap Value ETF during the first quarter worth approximately $3,293,000. Embree Financial Group increased its position in shares of Schwab U.S. Large-Cap Value ETF by 1.1% during the first quarter. Embree Financial Group now owns 167,402 shares of the company’s stock worth $4,450,000 after purchasing an additional 1,786 shares in the last quarter. Consolidated Portfolio Review Corp increased its position in shares of Schwab U.S. Large-Cap Value ETF by 5.1% during the first quarter. Consolidated Portfolio Review Corp now owns 132,659 shares of the company’s stock worth $3,526,000 after purchasing an additional 6,422 shares in the last quarter. Finally, GHP Investment Advisors Inc. increased its position in shares of Schwab U.S. Large-Cap Value ETF by 1.2% during the first quarter. GHP Investment Advisors Inc. now owns 973,372 shares of the company’s stock worth $25,872,000 after purchasing an additional 11,577 shares in the last quarter.

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

Shares of SCHV opened at $27.58 on Wednesday. Schwab U.S. Large-Cap Value ETF has a one year low of $23.08 and a one year high of $28.19. The stock has a market capitalization of $12.51 billion, a price-to-earnings ratio of 19.08 and a beta of 0.89. The stock has a 50 day moving average price of $26.46 and a 200 day moving average price of $26.48.

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.