Serenity Investment Advisors Purchases 17,936 Shares of Schwab U.S. Large-Cap Value ETF $SCHV

Serenity Investment Advisors lifted its position in shares of Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV) by 1.9% in the second quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 979,372 shares of the company’s stock after buying an additional 17,936 shares during the quarter. Schwab U.S. Large-Cap Value ETF makes up 14.5% of Serenity Investment Advisors’ investment portfolio, making the stock its 2nd largest position. Serenity Investment Advisors owned about 0.21% of Schwab U.S. Large-Cap Value ETF worth $34,082,000 at the end of the most recent quarter.

Other institutional investors and hedge funds have also modified their holdings of the company. Valpey Financial Services LLC grew its holdings in Schwab U.S. Large-Cap Value ETF by 2,913.4% in the fourth quarter. Valpey Financial Services LLC now owns 6,251,249 shares of the company’s stock valued at $185,099,000 after purchasing an additional 6,043,804 shares during the period. Wellington Management Group LLP acquired a new position in shares of Schwab U.S. Large-Cap Value ETF in the 3rd quarter valued at $68,742,000. TSG Advice Partners LLC purchased a new stake in shares of Schwab U.S. Large-Cap Value ETF during the 1st quarter valued at $30,871,000. World Investment Advisors increased its holdings in shares of Schwab U.S. Large-Cap Value ETF by 101.6% during the 1st quarter. World Investment Advisors now owns 1,977,398 shares of the company’s stock worth $60,311,000 after buying an additional 996,424 shares during the last quarter. Finally, Global Retirement Partners LLC raised its position in shares of Schwab U.S. Large-Cap Value ETF by 922.2% in the 4th quarter. Global Retirement Partners LLC now owns 875,261 shares of the company’s stock worth $25,916,000 after buying an additional 789,636 shares during the period.

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

Shares of Schwab U.S. Large-Cap Value ETF stock opened at $34.82 on Monday. The business’s fifty day moving average price is $34.54 and its 200 day moving average price is $33.11. Schwab U.S. Large-Cap Value ETF has a twelve month low of $28.29 and a twelve month high of $35.49. The stock has a market capitalization of $16.08 billion, a P/E ratio of 19.08 and a beta of 0.83.

Schwab U.S. Large-Cap Value ETF Company 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. Large-Cap Value Total Stock Market Index includes the components ranked 1-750 by full market capitalization and that are classified as value. The Index is a float-adjusted market capitalization weighted index.