Schwallier Wealth Management LLC Boosts Holdings in Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV)

Schwallier Wealth Management LLC raised its stake in shares of Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV) by 202.5% in the 4th quarter, HoldingsChannel reports. The firm owned 15,099 shares of the company’s stock after purchasing an additional 10,108 shares during the period. Schwab U.S. Large-Cap Value ETF makes up 0.3% of Schwallier Wealth Management LLC’s portfolio, making the stock its 26th biggest position. Schwallier Wealth Management LLC’s holdings in Schwab U.S. Large-Cap Value ETF were worth $394,000 as of its most recent SEC filing.

Several other large investors have also recently made changes to their positions in the business. Financial Engines Advisors L.L.C. raised its holdings in shares of Schwab U.S. Large-Cap Value ETF by 184.2% in the fourth quarter. Financial Engines Advisors L.L.C. now owns 55,360,772 shares of the company’s stock valued at $1,443,255,000 after acquiring an additional 35,884,431 shares in the last quarter. Sei Investments Co. grew its holdings in shares of Schwab U.S. Large-Cap Value ETF by 220.7% in the fourth quarter. Sei Investments Co. now owns 38,914,600 shares of the company’s stock valued at $1,014,504,000 after purchasing an additional 26,780,137 shares in the last quarter. Mather Group LLC. lifted its holdings in Schwab U.S. Large-Cap Value ETF by 197.4% during the 4th quarter. Mather Group LLC. now owns 31,961,534 shares of the company’s stock worth $833,237,000 after buying an additional 21,215,739 shares during the last quarter. Envestnet Asset Management Inc. raised its holdings in shares of Schwab U.S. Large-Cap Value ETF by 228.2% in the fourth quarter. Envestnet Asset Management Inc. now owns 15,926,683 shares of the company’s stock valued at $415,209,000 after buying an additional 11,074,601 shares during the last quarter. Finally, Avantax Planning Partners Inc. increased its holdings in Schwab U.S. Large-Cap Value ETF by 200.2% in the fourth quarter. Avantax Planning Partners Inc. now owns 9,927,842 shares of the company’s stock valued at $258,819,000 after buying an additional 6,621,242 shares in the last quarter.

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

Shares of NYSEARCA:SCHV opened at $25.65 on Tuesday. Schwab U.S. Large-Cap Value ETF has a 1 year low of $23.08 and a 1 year high of $28.19. The stock has a 50-day simple moving average of $26.01 and a 200-day simple moving average of $26.64. The stock has a market capitalization of $11.57 billion, a P/E ratio of 18.92 and a beta of 0.89.

Schwab U.S. Large-Cap Value ETF Cuts Dividend

The business also recently declared a dividend, which was paid on Monday, March 31st. Stockholders of record on Wednesday, March 26th were issued a dividend of $0.1412 per share. The ex-dividend date was Wednesday, March 26th.

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.