Schwab U.S. Large-Cap Value ETF $SCHV Stock Holdings Increased by Waverly Advisors LLC

Waverly Advisors LLC raised its position in shares of Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV) by 22.8% during the 1st quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 718,686 shares of the company’s stock after buying an additional 133,303 shares during the quarter. Waverly Advisors LLC owned about 0.15% of Schwab U.S. Large-Cap Value ETF worth $21,920,000 at the end of the most recent quarter.

A number of other large investors also recently bought and sold shares of SCHV. Cypress Financial Planning LLC acquired a new stake in shares of Schwab U.S. Large-Cap Value ETF during the 4th quarter worth approximately $3,254,000. BCS Wealth Management boosted its position in Schwab U.S. Large-Cap Value ETF by 84.6% during the 4th quarter. BCS Wealth Management now owns 131,958 shares of the company’s stock worth $3,907,000 after acquiring an additional 60,489 shares during the period. Farther Finance Advisors LLC grew its position in Schwab U.S. Large-Cap Value ETF by 27.3% in the 4th quarter. Farther Finance Advisors LLC now owns 507,880 shares of the company’s stock valued at $15,038,000 after buying an additional 108,980 shares in the last quarter. Secure Asset Management LLC boosted its holdings in shares of Schwab U.S. Large-Cap Value ETF by 50.4% in the fourth quarter. Secure Asset Management LLC now owns 78,846 shares of the company’s stock valued at $2,335,000 after acquiring an additional 26,414 shares in the last quarter. Finally, Cornerstone Wealth Advisors Inc. increased its position in shares of Schwab U.S. Large-Cap Value ETF by 5.1% during the 4th quarter. Cornerstone Wealth Advisors Inc. now owns 628,884 shares of the company’s stock valued at $18,621,000 after purchasing an additional 30,774 shares during the period.

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

Shares of SCHV stock opened at $34.24 on Monday. The stock has a 50-day simple moving average of $34.03 and a 200 day simple moving average of $32.36. Schwab U.S. Large-Cap Value ETF has a fifty-two week low of $27.39 and a fifty-two week high of $35.05. The stock has a market capitalization of $15.77 billion, a P/E ratio of 19.08 and a beta of 0.82.

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. 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.