Waverly Advisors LLC boosted its holdings in Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV – Free Report) by 22.8% during the 1st quarter, HoldingsChannel reports. The institutional investor owned 718,686 shares of the company’s stock after buying an additional 133,303 shares during the quarter. Waverly Advisors LLC’s holdings in Schwab U.S. Large-Cap Value ETF were worth $21,920,000 at the end of the most recent reporting period.
Other institutional investors also recently modified their holdings of the company. JPL Wealth Management LLC acquired a new stake in shares of Schwab U.S. Large-Cap Value ETF during the 3rd quarter valued at $26,000. Laurel Wealth Advisors LLC acquired a new stake in shares of Schwab U.S. Large-Cap Value ETF during the fourth quarter worth $27,000. Ascentis Independent Advisors purchased a new stake in shares of Schwab U.S. Large-Cap Value ETF during the first quarter valued at $32,000. IFC & Insurance Marketing Inc. purchased a new stake in shares of Schwab U.S. Large-Cap Value ETF during the fourth quarter valued at $38,000. Finally, Strategic Wealth Advisors LLC boosted its position in shares of Schwab U.S. Large-Cap Value ETF by 95.6% in the 1st quarter. Strategic Wealth Advisors LLC now owns 1,526 shares of the company’s stock valued at $46,000 after purchasing an additional 746 shares during the period.
Schwab U.S. Large-Cap Value ETF Stock Performance
Shares of SCHV opened at $34.24 on Monday. The business’s 50-day moving average price is $34.03 and its 200 day moving average price is $32.36. The stock has a market capitalization of $15.77 billion, a P/E ratio of 19.08 and a beta of 0.82. Schwab U.S. Large-Cap Value ETF has a 1-year low of $27.39 and a 1-year high of $35.05.
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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