Bogart Wealth LLC Has $12.68 Million Holdings in Schwab U.S. Large-Cap Value ETF $SCHV

Bogart Wealth LLC lifted its stake in Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV) by 1.5% in the second quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 458,382 shares of the company’s stock after buying an additional 6,848 shares during the period. Bogart Wealth LLC’s holdings in Schwab U.S. Large-Cap Value ETF were worth $12,683,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors have also recently bought and sold shares of the business. FLC Capital Advisors acquired a new stake in Schwab U.S. Large-Cap Value ETF during the 2nd quarter valued at $385,000. Chicago Partners Investment Group LLC boosted its position in Schwab U.S. Large-Cap Value ETF by 53.4% in the 2nd quarter. Chicago Partners Investment Group LLC now owns 27,900 shares of the company’s stock valued at $792,000 after buying an additional 9,718 shares during the last quarter. Kelman Lazarov Inc. boosted its position in Schwab U.S. Large-Cap Value ETF by 5.3% in the 2nd quarter. Kelman Lazarov Inc. now owns 15,345 shares of the company’s stock valued at $425,000 after buying an additional 778 shares during the last quarter. Goldstein Advisors LLC boosted its position in Schwab U.S. Large-Cap Value ETF by 7.4% in the 2nd quarter. Goldstein Advisors LLC now owns 17,301 shares of the company’s stock valued at $479,000 after buying an additional 1,186 shares during the last quarter. Finally, Ballast Inc. bought a new position in Schwab U.S. Large-Cap Value ETF in the 2nd quarter valued at $441,000.

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

Shares of SCHV opened at $28.96 on Monday. The firm has a market capitalization of $13.65 billion, a price-to-earnings ratio of 19.08 and a beta of 0.94. The business’s fifty day moving average price is $28.80 and its two-hundred day moving average price is $27.48. Schwab U.S. Large-Cap Value ETF has a 52 week low of $23.08 and a 52 week high of $29.40.

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.