Cyndeo Wealth Partners LLC Invests $481,000 in Schwab U.S. Large-Cap Value ETF $SCHV

Cyndeo Wealth Partners LLC bought a new stake in Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV) during the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor bought 17,389 shares of the company’s stock, valued at approximately $481,000.

Several other large investors have also recently bought and sold shares of the business. Brandywine Oak Private Wealth LLC increased its holdings in Schwab U.S. Large-Cap Value ETF by 4.5% in the second quarter. Brandywine Oak Private Wealth LLC now owns 126,913 shares of the company’s stock valued at $3,512,000 after buying an additional 5,455 shares during the last quarter. Pinion Investment Advisors LLC purchased a new position in Schwab U.S. Large-Cap Value ETF in the second quarter valued at $202,000. WMG Financial Advisors LLC increased its holdings in Schwab U.S. Large-Cap Value ETF by 3.1% in the second quarter. WMG Financial Advisors LLC now owns 19,207 shares of the company’s stock valued at $531,000 after buying an additional 575 shares during the last quarter. IFP Advisors Inc increased its holdings in Schwab U.S. Large-Cap Value ETF by 1.5% in the second quarter. IFP Advisors Inc now owns 65,296 shares of the company’s stock valued at $1,807,000 after buying an additional 949 shares during the last quarter. Finally, Game Plan Financial Advisors LLC increased its holdings in Schwab U.S. Large-Cap Value ETF by 34.1% in the second quarter. Game Plan Financial Advisors LLC now owns 269,783 shares of the company’s stock valued at $7,880,000 after buying an additional 68,564 shares during the last quarter.

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

NYSEARCA:SCHV opened at $28.46 on Friday. The firm has a market capitalization of $13.41 billion, a PE ratio of 19.08 and a beta of 0.94. The business’s fifty day moving average price is $28.69 and its 200 day moving average price is $27.39. Schwab U.S. Large-Cap Value ETF has a 12 month low of $23.08 and a 12 month high of $29.40.

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.