M3 Advisory Group LLC boosted its holdings in Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV – Free Report) by 248.7% during the fourth quarter, according to the company in its most recent disclosure with the SEC. The firm owned 90,388 shares of the company’s stock after purchasing an additional 64,470 shares during the quarter. Schwab U.S. Large-Cap Value ETF comprises 1.7% of M3 Advisory Group LLC’s portfolio, making the stock its 16th largest position. M3 Advisory Group LLC owned approximately 0.06% of Schwab U.S. Large-Cap Value ETF worth $2,356,000 as of its most recent SEC filing.
A number of other institutional investors and hedge funds have also made changes to their positions in SCHV. Gemmer Asset Management LLC grew its position in Schwab U.S. Large-Cap Value ETF by 206.9% during the 4th quarter. Gemmer Asset Management LLC now owns 4,188,511 shares of the company’s stock valued at $109,194,000 after purchasing an additional 2,823,773 shares during the last quarter. Financial Advisors LLC grew its holdings in shares of Schwab U.S. Large-Cap Value ETF by 197.8% during the fourth quarter. Financial Advisors LLC now owns 2,724,819 shares of the company’s stock valued at $71,036,000 after buying an additional 1,809,770 shares during the last quarter. Brady Martz Wealth Solutions LLC bought a new stake in shares of Schwab U.S. Large-Cap Value ETF during the fourth quarter valued at approximately $42,697,000. CX Institutional raised its holdings in Schwab U.S. Large-Cap Value ETF by 324.3% in the 4th quarter. CX Institutional now owns 1,843,143 shares of the company’s stock worth $48,051,000 after acquiring an additional 1,408,706 shares during the last quarter. Finally, Krilogy Financial LLC lifted its position in Schwab U.S. Large-Cap Value ETF by 150.7% in the 4th quarter. Krilogy Financial LLC now owns 2,205,034 shares of the company’s stock valued at $57,485,000 after acquiring an additional 1,325,485 shares in the last quarter.
Schwab U.S. Large-Cap Value ETF Trading Down 0.1 %
Schwab U.S. Large-Cap Value ETF stock opened at $27.21 on Friday. Schwab U.S. Large-Cap Value ETF has a 12 month low of $23.35 and a 12 month high of $28.19. The stock has a fifty day simple moving average of $26.84 and a two-hundred day simple moving average of $26.44. The firm has a market cap of $3.93 billion, a price-to-earnings 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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