Independent Solutions Wealth Management LLC raised its position in shares of Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV – Free Report) by 3.7% during the 1st quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 306,035 shares of the company’s stock after buying an additional 10,855 shares during the quarter. Schwab U.S. Large-Cap Value ETF comprises 1.8% of Independent Solutions Wealth Management LLC’s portfolio, making the stock its 15th largest position. Independent Solutions Wealth Management LLC’s holdings in Schwab U.S. Large-Cap Value ETF were worth $8,134,000 at the end of the most recent quarter.
A number of other large investors also recently bought and sold shares of the company. Financial Engines Advisors L.L.C. increased its holdings in shares of Schwab U.S. Large-Cap Value ETF by 184.2% in the 4th quarter. Financial Engines Advisors L.L.C. now owns 55,360,772 shares of the company’s stock valued at $1,443,255,000 after acquiring an additional 35,884,431 shares during the last quarter. Sei Investments Co. increased its stake in Schwab U.S. Large-Cap Value ETF by 220.7% during the fourth quarter. Sei Investments Co. now owns 38,914,600 shares of the company’s stock valued at $1,014,504,000 after purchasing an additional 26,780,137 shares during the last quarter. Envestnet Asset Management Inc. increased its stake in Schwab U.S. Large-Cap Value ETF by 228.2% during the fourth quarter. Envestnet Asset Management Inc. now owns 15,926,683 shares of the company’s stock valued at $415,209,000 after purchasing an additional 11,074,601 shares during the last quarter. Avantax Planning Partners Inc. raised its holdings in shares of Schwab U.S. Large-Cap Value ETF by 200.2% during the fourth quarter. Avantax Planning Partners Inc. now owns 9,927,842 shares of the company’s stock worth $258,819,000 after purchasing an additional 6,621,242 shares during the period. Finally, Mariner LLC lifted its position in shares of Schwab U.S. Large-Cap Value ETF by 199.0% in the 4th quarter. Mariner LLC now owns 7,950,753 shares of the company’s stock worth $207,275,000 after buying an additional 5,291,706 shares during the last quarter.
Schwab U.S. Large-Cap Value ETF Stock Performance
NYSEARCA 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 company has a 50-day simple moving average of $26.46 and a 200-day simple moving average of $26.48. The firm has a market capitalization of $12.51 billion, a PE ratio of 19.08 and a beta of 0.89.
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.
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