Cathy Pareto & Associates Inc. Takes $4.72 Million Position in Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV)

Cathy Pareto & Associates Inc. bought a new stake in shares of Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV) during the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm bought 181,195 shares of the company’s stock, valued at approximately $4,724,000. Schwab U.S. Large-Cap Value ETF makes up about 4.3% of Cathy Pareto & Associates Inc.’s holdings, making the stock its 5th largest position. Cathy Pareto & Associates Inc. owned about 0.13% of Schwab U.S. Large-Cap Value ETF as of its most recent filing with the Securities and Exchange Commission.

A number of other institutional investors have also recently added to or reduced their stakes in SCHV. Kingswood Wealth Advisors LLC purchased a new stake in Schwab U.S. Large-Cap Value ETF during the 4th quarter worth approximately $3,197,000. Legacy Financial Group LLC acquired a new stake in shares of Schwab U.S. Large-Cap Value ETF in the fourth quarter worth approximately $357,000. Empirical Financial Services LLC d.b.a. Empirical Wealth Management increased its position in shares of Schwab U.S. Large-Cap Value ETF by 190.2% during the fourth quarter. Empirical Financial Services LLC d.b.a. Empirical Wealth Management now owns 401,608 shares of the company’s stock worth $10,470,000 after purchasing an additional 263,219 shares in the last quarter. M3 Advisory Group LLC raised its stake in Schwab U.S. Large-Cap Value ETF by 248.7% in the 4th quarter. M3 Advisory Group LLC now owns 90,388 shares of the company’s stock valued at $2,356,000 after purchasing an additional 64,470 shares during the last quarter. Finally, Embree Financial Group lifted its holdings in Schwab U.S. Large-Cap Value ETF by 196.1% in the 4th quarter. Embree Financial Group now owns 165,616 shares of the company’s stock valued at $4,318,000 after purchasing an additional 109,677 shares in the last quarter.

Schwab U.S. Large-Cap Value ETF Stock Down 0.1 %

Shares of SCHV opened at $27.21 on Monday. The firm’s fifty day moving average is $26.84 and its two-hundred day moving average is $26.45. The stock has a market cap of $3.93 billion, a PE ratio of 17.88 and a beta of 0.77. Schwab U.S. Large-Cap Value ETF has a 52-week low of $23.35 and a 52-week high of $28.19.

About Schwab U.S. Large-Cap Value ETF

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.