Serenity Investment Advisors grew its holdings in shares of Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV – Free Report) by 1.9% in the 2nd quarter, Holdings Channel.com reports. The institutional investor owned 979,372 shares of the company’s stock after purchasing an additional 17,936 shares during the period. Schwab U.S. Large-Cap Value ETF comprises 14.5% of Serenity Investment Advisors’ investment portfolio, making the stock its 2nd largest holding. Serenity Investment Advisors’ holdings in Schwab U.S. Large-Cap Value ETF were worth $34,082,000 as of its most recent SEC filing.
Several other large investors also recently made changes to their positions in the business. JPL Wealth Management LLC purchased a new stake in Schwab U.S. Large-Cap Value ETF during the 3rd quarter worth $26,000. Ascentis Independent Advisors acquired a new stake in Schwab U.S. Large-Cap Value ETF in the 1st quarter valued at $32,000. NI Acquisitions Company LLC purchased a new position in Schwab U.S. Large-Cap Value ETF in the second quarter valued at about $34,000. IFC & Insurance Marketing Inc. purchased a new position in Schwab U.S. Large-Cap Value ETF in the fourth quarter valued at about $38,000. Finally, Strategic Wealth Advisors LLC lifted its stake in shares of Schwab U.S. Large-Cap Value ETF by 95.6% during the first quarter. Strategic Wealth Advisors LLC now owns 1,526 shares of the company’s stock worth $46,000 after purchasing an additional 746 shares in the last quarter.
Schwab U.S. Large-Cap Value ETF Price Performance
Shares of NYSEARCA SCHV opened at $34.82 on Monday. Schwab U.S. Large-Cap Value ETF has a 1-year low of $28.29 and a 1-year high of $35.49. The business has a 50-day moving average of $34.54 and a 200-day moving average of $33.11. The company has a market capitalization of $16.08 billion, a price-to-earnings ratio of 19.08 and a beta of 0.83.
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. 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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