Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV) Shares Acquired by Elgethun Capital Management

Posted by Scott Moore on Apr 7th, 2025

Elgethun Capital Management boosted its holdings in shares of Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV – Free Report) by 208.6% during the 4th quarter, HoldingsChannel reports. The firm owned 64,157 shares of the company’s stock after purchasing an additional 43,370 shares during the period. Elgethun Capital Management’s holdings in Schwab U.S. Large-Cap Value ETF were worth $1,673,000 as of its most recent filing with the SEC.

Other hedge funds and other institutional investors have also recently made changes to their positions in the company. Financial Engines Advisors L.L.C. raised its stake in shares of Schwab U.S. Large-Cap Value ETF by 184.2% during the fourth quarter. Financial Engines Advisors L.L.C. now owns 55,360,772 shares of the company’s stock worth $1,443,255,000 after purchasing an additional 35,884,431 shares during the last quarter. Sei Investments Co. lifted its position in Schwab U.S. Large-Cap Value ETF by 220.7% in the fourth quarter. Sei Investments Co. now owns 38,914,600 shares of the company’s stock valued at $1,014,504,000 after purchasing an additional 26,780,137 shares during the period. Mather Group LLC. boosted its holdings in Schwab U.S. Large-Cap Value ETF by 197.4% in the 4th quarter. Mather Group LLC. now owns 31,961,534 shares of the company’s stock valued at $833,237,000 after purchasing an additional 21,215,739 shares in the last quarter. Envestnet Asset Management Inc. increased its position in Schwab U.S. Large-Cap Value ETF by 228.2% during the 4th quarter. Envestnet Asset Management Inc. now owns 15,926,683 shares of the company’s stock worth $415,209,000 after purchasing an additional 11,074,601 shares during the period. Finally, Avantax Planning Partners Inc. raised its stake in shares of Schwab U.S. Large-Cap Value ETF by 200.2% during the 4th quarter. Avantax Planning Partners Inc. now owns 9,927,842 shares of the company’s stock worth $258,819,000 after buying an additional 6,621,242 shares in the last quarter.

Schwab U.S. Large-Cap Value ETF Price Performance

Schwab U.S. Large-Cap Value ETF stock opened at $24.10 on Monday. The stock’s 50 day moving average price is $26.87 and its 200 day moving average price is $26.87. Schwab U.S. Large-Cap Value ETF has a 1-year low of $23.66 and a 1-year high of $28.19. The company has a market cap of $10.76 billion, a PE ratio of 19.30 and a beta of 0.89.

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

The business also recently disclosed a dividend, which was paid on Monday, March 31st. Investors of record on Wednesday, March 26th were issued a dividend of $0.1412 per share. The ex-dividend date was Wednesday, March 26th.

Schwab U.S. Large-Cap Value ETF 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.