Cooper Financial Group increased its holdings in shares of Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV – Free Report) by 3.7% during the 3rd quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 2,360,396 shares of the company’s stock after acquiring an additional 83,921 shares during the period. Schwab U.S. Large-Cap Value ETF comprises about 6.3% of Cooper Financial Group’s investment portfolio, making the stock its biggest position. Cooper Financial Group’s holdings in Schwab U.S. Large-Cap Value ETF were worth $78,625,000 at the end of the most recent quarter.
A number of other institutional investors and hedge funds have also added to or reduced their stakes in SCHV. Center for Financial Planning Inc. raised its position in Schwab U.S. Large-Cap Value ETF by 1.8% in the first quarter. Center for Financial Planning Inc. now owns 19,879 shares of the company’s stock worth $606,000 after purchasing an additional 346 shares in the last quarter. NewEdge Advisors LLC grew its stake in shares of Schwab U.S. Large-Cap Value ETF by 0.3% in the 1st quarter. NewEdge Advisors LLC now owns 150,725 shares of the company’s stock valued at $4,597,000 after purchasing an additional 382 shares during the period. Root Financial Partners LLC grew its stake in shares of Schwab U.S. Large-Cap Value ETF by 11.9% in the 1st quarter. Root Financial Partners LLC now owns 3,668 shares of the company’s stock valued at $112,000 after purchasing an additional 389 shares during the period. Chicago Partners Investment Group LLC raised its holdings in shares of Schwab U.S. Large-Cap Value ETF by 0.9% in the 1st quarter. Chicago Partners Investment Group LLC now owns 44,234 shares of the company’s stock worth $1,412,000 after buying an additional 390 shares in the last quarter. Finally, Everett Harris & Co. CA lifted its position in shares of Schwab U.S. Large-Cap Value ETF by 1.5% during the 4th quarter. Everett Harris & Co. CA now owns 26,394 shares of the company’s stock worth $782,000 after buying an additional 400 shares during the period.
Schwab U.S. Large-Cap Value ETF Trading Down 0.6%
SCHV stock traded down $0.21 during trading on Wednesday, hitting $33.58. The company had a trading volume of 3,694,939 shares, compared to its average volume of 3,862,457. The company has a fifty day moving average price of $34.41 and a two-hundred day moving average price of $33.48. The company has a market cap of $15.26 billion, a P/E ratio of 19.08 and a beta of 0.83. Schwab U.S. Large-Cap Value ETF has a fifty-two week low of $28.29 and a fifty-two week high of $35.49.
Schwab U.S. Large-Cap Value ETF 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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