Woodmont Investment Counsel LLC Makes New $3.47 Million Investment in Schwab U.S. Large-Cap Value ETF $SCHV

Woodmont Investment Counsel LLC acquired a new stake in shares of Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV) in the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm acquired 104,114 shares of the company’s stock, valued at approximately $3,468,000.

Other institutional investors and hedge funds have also recently modified their holdings of the company. Center for Financial Planning Inc. increased its holdings in Schwab U.S. Large-Cap Value ETF by 1.8% during the 1st quarter. Center for Financial Planning Inc. now owns 19,879 shares of the company’s stock worth $606,000 after purchasing an additional 346 shares during the period. Riversedge Advisors LLC increased its position in Schwab U.S. Large-Cap Value ETF by 0.5% during the 3rd quarter. Riversedge Advisors LLC now owns 80,473 shares of the company’s stock valued at $2,681,000 after buying an additional 365 shares in the last quarter. NewEdge Advisors LLC boosted its stake in Schwab U.S. Large-Cap Value ETF by 0.3% in the 1st quarter. NewEdge Advisors LLC now owns 150,725 shares of the company’s stock worth $4,597,000 after purchasing an additional 382 shares in the last quarter. Root Financial Partners LLC raised its stake in Schwab U.S. Large-Cap Value ETF by 11.9% in the 1st quarter. Root Financial Partners LLC now owns 3,668 shares of the company’s stock worth $112,000 after acquiring an additional 389 shares during the last quarter. Finally, Chicago Partners Investment Group LLC boosted its position in Schwab U.S. Large-Cap Value ETF by 0.9% in the first quarter. Chicago Partners Investment Group LLC now owns 44,234 shares of the company’s stock valued at $1,412,000 after buying an additional 390 shares during the last quarter.

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

NYSEARCA SCHV opened at $34.63 on Monday. Schwab U.S. Large-Cap Value ETF has a 1 year low of $28.29 and a 1 year high of $35.49. The company has a market capitalization of $15.68 billion, a PE ratio of 19.08 and a beta of 0.83. The company has a fifty day moving average of $34.22 and a 200 day moving average of $33.09.

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. 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.