Unique Wealth LLC Boosts Stock Position in Schwab U.S. Large-Cap Value ETF $SCHV

Unique Wealth LLC lifted its holdings in shares of Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV) by 25.0% in the 1st quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 120,739 shares of the company’s stock after buying an additional 24,156 shares during the quarter. Unique Wealth LLC’s holdings in Schwab U.S. Large-Cap Value ETF were worth $3,683,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors have also recently made changes to their positions in the company. Vanguard Capital Wealth Advisors lifted its holdings in Schwab U.S. Large-Cap Value ETF by 0.8% during the fourth quarter. Vanguard Capital Wealth Advisors now owns 42,866 shares of the company’s stock valued at $1,269,000 after purchasing an additional 333 shares in the last quarter. Hengehold Capital Management LLC grew its position in shares of Schwab U.S. Large-Cap Value ETF by 3.4% in the fourth quarter. Hengehold Capital Management LLC now owns 10,590 shares of the company’s stock valued at $314,000 after purchasing an additional 353 shares during the period. DHJJ Financial Advisors Ltd. increased its stake in shares of Schwab U.S. Large-Cap Value ETF by 3.9% during the fourth quarter. DHJJ Financial Advisors Ltd. now owns 9,403 shares of the company’s stock worth $278,000 after purchasing an additional 355 shares in the last quarter. Haverford Trust Co increased its stake in shares of Schwab U.S. Large-Cap Value ETF by 0.9% during the fourth quarter. Haverford Trust Co now owns 41,083 shares of the company’s stock worth $1,216,000 after purchasing an additional 372 shares in the last quarter. Finally, JFS Wealth Advisors LLC increased its stake in shares of Schwab U.S. Large-Cap Value ETF by 3.8% during the third quarter. JFS Wealth Advisors LLC now owns 10,347 shares of the company’s stock worth $301,000 after purchasing an additional 378 shares in the last quarter.

Schwab U.S. Large-Cap Value ETF Stock Up 1.4%

SCHV opened at $34.84 on Friday. The company has a market cap of $16.31 billion, a PE ratio of 19.08 and a beta of 0.83. Schwab U.S. Large-Cap Value ETF has a twelve month low of $27.30 and a twelve month high of $35.05. The company has a 50-day moving average price of $33.21 and a 200 day moving average price of $31.69.

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.