Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV) Stock Position Raised by Soltis Investment Advisors LLC

Soltis Investment Advisors LLC lifted its stake in shares of Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV) by 200.0% in the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 15,000 shares of the company’s stock after acquiring an additional 10,000 shares during the quarter. Soltis Investment Advisors LLC’s holdings in Schwab U.S. Large-Cap Value ETF were worth $391,000 at the end of the most recent reporting period.

Other large investors have also modified their holdings of the company. CWM LLC lifted its holdings in shares of Schwab U.S. Large-Cap Value ETF by 6.3% in the third quarter. CWM LLC now owns 39,383 shares of the company’s stock valued at $3,165,000 after purchasing an additional 2,339 shares in the last quarter. Accelerate Investment Advisors LLC purchased a new position in shares of Schwab U.S. Large-Cap Value ETF during the third quarter valued at $658,000. GenWealth Group Inc. grew its holdings in shares of Schwab U.S. Large-Cap Value ETF by 3.7% during the third quarter. GenWealth Group Inc. now owns 454,714 shares of the company’s stock valued at $36,545,000 after buying an additional 16,146 shares in the last quarter. Mokosak Advisory Group LLC grew its holdings in shares of Schwab U.S. Large-Cap Value ETF by 4.9% during the third quarter. Mokosak Advisory Group LLC now owns 927,645 shares of the company’s stock valued at $74,556,000 after buying an additional 43,097 shares in the last quarter. Finally, Financial Advisors LLC grew its holdings in shares of Schwab U.S. Large-Cap Value ETF by 1.8% during the third quarter. Financial Advisors LLC now owns 915,049 shares of the company’s stock valued at $73,542,000 after buying an additional 16,015 shares in the last quarter.

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

NYSEARCA SCHV opened at $27.17 on Tuesday. The company has a 50 day simple moving average of $26.73 and a 200-day simple moving average of $26.57. The firm has a market capitalization of $3.92 billion, a price-to-earnings 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.

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.