Summit Wealth & Retirement Planning Inc. raised its stake in shares of Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV – Free Report) by 0.5% in the second quarter, HoldingsChannel.com reports. The institutional investor owned 1,646,926 shares of the company’s stock after acquiring an additional 8,630 shares during the period. Schwab U.S. Large-Cap Value ETF comprises about 12.2% of Summit Wealth & Retirement Planning Inc.’s investment portfolio, making the stock its 2nd biggest position. Summit Wealth & Retirement Planning Inc.’s holdings in Schwab U.S. Large-Cap Value ETF were worth $45,570,000 at the end of the most recent reporting period.
A number of other hedge funds have also recently modified their holdings of SCHV. Abound Wealth Management raised its position in Schwab U.S. Large-Cap Value ETF by 993.1% during the second quarter. Abound Wealth Management now owns 951 shares of the company’s stock valued at $26,000 after acquiring an additional 864 shares in the last quarter. N.E.W. Advisory Services LLC acquired a new stake in shares of Schwab U.S. Large-Cap Value ETF during the 1st quarter worth approximately $27,000. Dagco Inc. purchased a new position in shares of Schwab U.S. Large-Cap Value ETF during the 1st quarter valued at approximately $28,000. First Community Trust NA acquired a new position in shares of Schwab U.S. Large-Cap Value ETF in the 2nd quarter valued at $33,000. Finally, Keener Financial Planning LLC purchased a new stake in Schwab U.S. Large-Cap Value ETF during the second quarter worth $34,000.
Schwab U.S. Large-Cap Value ETF Stock Performance
SCHV stock opened at $28.95 on Friday. Schwab U.S. Large-Cap Value ETF has a one year low of $23.08 and a one year high of $29.47. The firm’s fifty day moving average is $28.96 and its 200 day moving average is $27.93. The firm has a market cap of $13.70 billion, a PE ratio of 19.08 and a beta of 0.90.
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.
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Want to see what other hedge funds are holding SCHV? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV – Free Report).
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