Schwab U.S. Large-Cap Value ETF $SCHV Shares Purchased by Meriwether Wealth & Planning LLC

Posted by Stanley Muller on Aug 7th, 2026

Meriwether Wealth & Planning LLC raised its holdings in shares of Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV – Free Report) by 2.3% during the 2nd quarter, HoldingsChannel reports. The fund owned 671,004 shares of the company’s stock after purchasing an additional 14,978 shares during the period. Schwab U.S. Large-Cap Value ETF accounts for approximately 11.6% of Meriwether Wealth & Planning LLC’s portfolio, making the stock its biggest holding. Meriwether Wealth & Planning LLC’s holdings in Schwab U.S. Large-Cap Value ETF were worth $23,358,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds also recently bought and sold shares of SCHV. Clark Asset Management LLC increased its holdings in shares of Schwab U.S. Large-Cap Value ETF by 9.6% in the 2nd quarter. Clark Asset Management LLC now owns 8,617 shares of the company’s stock valued at $300,000 after purchasing an additional 754 shares during the period. Evanson Financial LLC acquired a new stake in shares of Schwab U.S. Large-Cap Value ETF during the second quarter worth approximately $340,000. Thrive Wealth Management LLC increased its stake in Schwab U.S. Large-Cap Value ETF by 2.1% in the 2nd quarter. Thrive Wealth Management LLC now owns 294,454 shares of the company’s stock valued at $10,250,000 after buying an additional 5,947 shares during the period. Chapin Davis Inc. increased its stake in Schwab U.S. Large-Cap Value ETF by 4.0% in the 2nd quarter. Chapin Davis Inc. now owns 12,110 shares of the company’s stock valued at $422,000 after buying an additional 470 shares during the period. Finally, Dynamic Advisor Solutions LLC increased its stake in Schwab U.S. Large-Cap Value ETF by 11.0% in the 2nd quarter. Dynamic Advisor Solutions LLC now owns 89,148 shares of the company’s stock valued at $3,103,000 after buying an additional 8,857 shares during the period.

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

SCHV stock opened at $34.70 on Friday. The company has a 50 day moving average of $34.25 and a two-hundred day moving average of $32.60. The company has a market cap of $16.02 billion, a price-to-earnings ratio of 19.08 and a beta of 0.83. Schwab U.S. Large-Cap Value ETF has a 12-month low of $27.74 and a 12-month high of $35.07.

Schwab U.S. Large-Cap Value ETF Increases Dividend

The company also recently disclosed a quarterly dividend, which was paid on Monday, June 29th. Investors of record on Wednesday, June 24th were issued a dividend of $0.1566 per share. This is a positive change from Schwab U.S. Large-Cap Value ETF’s previous quarterly dividend of $0.14. This represents a $0.63 annualized dividend and a dividend yield of 1.8%. The ex-dividend date was Wednesday, June 24th.

Schwab U.S. Large-Cap Value ETF Company Profile

(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.