Carret Asset Management LLC Increases Stake in Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV)

Carret Asset Management LLC boosted its position in shares of Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV) by 5.5% during the 4th quarter, HoldingsChannel.com reports. The firm owned 5,726 shares of the company’s stock after purchasing an additional 300 shares during the period. Carret Asset Management LLC’s holdings in Schwab U.S. Large-Cap Value ETF were worth $401,000 as of its most recent SEC filing.

Several other institutional investors also recently bought and sold shares of SCHV. Mokosak Advisory Group LLC boosted its holdings in shares of Schwab U.S. Large-Cap Value ETF by 2.9% during the 4th quarter. Mokosak Advisory Group LLC now owns 822,674 shares of the company’s stock valued at $57,668,000 after acquiring an additional 23,321 shares during the last quarter. RWA Wealth Partners LLC lifted its stake in shares of Schwab U.S. Large-Cap Value ETF by 184.6% in the 4th quarter. RWA Wealth Partners LLC now owns 97,919 shares of the company’s stock worth $6,864,000 after purchasing an additional 63,511 shares during the period. Sunbelt Securities Inc. lifted its stake in shares of Schwab U.S. Large-Cap Value ETF by 14.8% in the 3rd quarter. Sunbelt Securities Inc. now owns 96,147 shares of the company’s stock worth $6,198,000 after purchasing an additional 12,416 shares during the period. Raymond James & Associates lifted its stake in shares of Schwab U.S. Large-Cap Value ETF by 2.4% in the 3rd quarter. Raymond James & Associates now owns 38,762 shares of the company’s stock worth $2,499,000 after purchasing an additional 916 shares during the period. Finally, Capital Investment Advisory Services LLC lifted its stake in shares of Schwab U.S. Large-Cap Value ETF by 735.3% in the 4th quarter. Capital Investment Advisory Services LLC now owns 1,679 shares of the company’s stock worth $118,000 after purchasing an additional 1,478 shares during the period.

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

Shares of NYSEARCA:SCHV traded down $0.41 during trading on Thursday, hitting $73.09. The company’s stock had a trading volume of 95,901 shares, compared to its average volume of 438,978. The company has a 50-day moving average of $73.63 and a 200-day moving average of $69.59. Schwab U.S. Large-Cap Value ETF has a 12 month low of $60.99 and a 12 month high of $76.13. The firm has a market cap of $10.56 billion, a price-to-earnings ratio of 17.89 and a beta of 0.77.

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.