Avantax Planning Partners Inc. Purchases 6,621,242 Shares of Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV)

Avantax Planning Partners Inc. lifted its position in shares of Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV) by 200.2% during the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 9,927,842 shares of the company’s stock after purchasing an additional 6,621,242 shares during the quarter. Schwab U.S. Large-Cap Value ETF accounts for 9.3% of Avantax Planning Partners Inc.’s investment portfolio, making the stock its 2nd largest holding. Avantax Planning Partners Inc. owned 0.07% of Schwab U.S. Large-Cap Value ETF worth $258,819,000 at the end of the most recent quarter.

A number of other institutional investors also recently modified their holdings of SCHV. Tidemark LLC purchased a new stake in Schwab U.S. Large-Cap Value ETF in the 3rd quarter valued at $32,000. Copley Financial Group Inc. purchased a new stake in Schwab U.S. Large-Cap Value ETF in the 3rd quarter valued at $57,000. First PREMIER Bank raised its position in Schwab U.S. Large-Cap Value ETF by 200.0% in the 4th quarter. First PREMIER Bank now owns 1,035 shares of the company’s stock valued at $27,000 after buying an additional 690 shares during the last quarter. Jackson Hole Capital Partners LLC raised its position in Schwab U.S. Large-Cap Value ETF by 200.0% in the 4th quarter. Jackson Hole Capital Partners LLC now owns 1,170 shares of the company’s stock valued at $31,000 after buying an additional 780 shares during the last quarter. Finally, Olistico Wealth LLC raised its position in Schwab U.S. Large-Cap Value ETF by 200.0% in the 4th quarter. Olistico Wealth LLC now owns 1,236 shares of the company’s stock valued at $32,000 after buying an additional 824 shares during the last quarter.

Schwab U.S. Large-Cap Value ETF Trading Down 1.4 %

NYSEARCA SCHV opened at $26.55 on Tuesday. The firm has a market capitalization of $11.90 billion, a P/E ratio of 19.93 and a beta of 0.96. The business has a fifty day simple moving average of $26.90 and a 200 day simple moving average of $26.85. Schwab U.S. Large-Cap Value ETF has a 12 month low of $23.84 and a 12 month high of $28.19.

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.