Wescott Financial Advisory Group LLC Makes New $1.04 Million Investment in Schwab U.S. Large-Cap Value ETF $SCHV

Wescott Financial Advisory Group LLC purchased a new position in shares of Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHVFree Report) during the fourth quarter, according to its most recent 13F filing with the SEC. The institutional investor purchased 35,130 shares of the company’s stock, valued at approximately $1,040,000.

Other institutional investors and hedge funds have also recently modified their holdings of the company. JPL Wealth Management LLC bought a new position in shares of Schwab U.S. Large-Cap Value ETF during the 3rd quarter worth approximately $26,000. Laurel Wealth Advisors LLC bought a new position in shares of Schwab U.S. Large-Cap Value ETF during the 4th quarter worth approximately $27,000. United Financial Planning Group LLC bought a new position in shares of Schwab U.S. Large-Cap Value ETF during the 3rd quarter worth approximately $61,000. Fifth Third Bancorp boosted its holdings in shares of Schwab U.S. Large-Cap Value ETF by 508.5% during the 4th quarter. Fifth Third Bancorp now owns 2,209 shares of the company’s stock worth $65,000 after buying an additional 1,846 shares in the last quarter. Finally, REAP Financial Group LLC boosted its holdings in shares of Schwab U.S. Large-Cap Value ETF by 39.1% during the 4th quarter. REAP Financial Group LLC now owns 2,300 shares of the company’s stock worth $68,000 after buying an additional 646 shares in the last quarter.

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

Schwab U.S. Large-Cap Value ETF stock opened at $34.13 on Friday. The stock has a market capitalization of $15.97 billion, a price-to-earnings ratio of 19.08 and a beta of 0.83. Schwab U.S. Large-Cap Value ETF has a 52-week low of $27.00 and a 52-week high of $34.26. The stock’s 50 day moving average price is $32.53 and its two-hundred day moving average price is $31.32.

About Schwab U.S. Large-Cap Value ETF

(Free Report)

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. Large-Cap Value Total Stock Market Index includes the components ranked 1-750 by full market capitalization and that are classified as value. The Index is a float-adjusted market capitalization weighted index.

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Institutional Ownership by Quarter for Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV)

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