Summit Wealth & Retirement Planning Inc. increased its stake in shares of Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV – Free Report) by 198.8% in the 4th quarter, HoldingsChannel reports. The firm owned 1,613,829 shares of the company’s stock after buying an additional 1,073,715 shares during the quarter. Schwab U.S. Large-Cap Value ETF makes up 13.0% of Summit Wealth & Retirement Planning Inc.’s portfolio, making the stock its 3rd largest position. Summit Wealth & Retirement Planning Inc.’s holdings in Schwab U.S. Large-Cap Value ETF were worth $42,073,000 as of its most recent SEC filing.
A number of other large investors have also recently bought and sold shares of SCHV. Copley Financial Group Inc. acquired a new position in Schwab U.S. Large-Cap Value ETF in the 3rd quarter valued at about $57,000. Denver PWM LLC lifted its stake in shares of Schwab U.S. Large-Cap Value ETF by 1.6% during the 3rd quarter. Denver PWM LLC now owns 230,667 shares of the company’s stock worth $18,539,000 after purchasing an additional 3,607 shares during the period. Pine Valley Investments Ltd Liability Co grew its position in shares of Schwab U.S. Large-Cap Value ETF by 38.4% in the third quarter. Pine Valley Investments Ltd Liability Co now owns 4,310 shares of the company’s stock valued at $346,000 after purchasing an additional 1,195 shares during the period. Destination Wealth Management purchased a new position in Schwab U.S. Large-Cap Value ETF during the third quarter worth about $278,000. Finally, Sculati Wealth Management LLC boosted its stake in Schwab U.S. Large-Cap Value ETF by 106.6% in the 3rd quarter. Sculati Wealth Management LLC now owns 62,397 shares of the company’s stock worth $4,741,000 after buying an additional 32,192 shares during the last quarter.
Schwab U.S. Large-Cap Value ETF Price Performance
Shares of SCHV stock opened at $27.11 on Friday. The firm’s 50-day simple moving average is $26.73 and its 200-day simple moving average is $26.56. Schwab U.S. Large-Cap Value ETF has a 1-year low of $23.35 and a 1-year high of $28.19. The firm has a market cap of $3.91 billion, a P/E ratio of 17.88 and a beta of 0.77.
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.
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