Encompass Wealth Advisors LLC Takes $45,000 Position in Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV)


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Encompass Wealth Advisors LLC purchased a new position in Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV) in the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund purchased 753 shares of the company’s stock, valued at approximately $45,000.

A number of other institutional investors and hedge funds also recently bought and sold shares of SCHV. Financial Engines Advisors L.L.C. lifted its holdings in Schwab U.S. Large-Cap Value ETF by 3.1% during the 4th quarter. Financial Engines Advisors L.L.C. now owns 34,696,675 shares of the company’s stock worth $2,065,493,000 after buying an additional 1,057,230 shares during the last quarter. Reby Advisors LLC bought a new position in Schwab U.S. Large-Cap Value ETF during the 4th quarter worth $47,199,000. Mather Group LLC. lifted its stake in Schwab U.S. Large-Cap Value ETF by 18.3% in the fourth quarter. Mather Group LLC. now owns 4,220,871 shares of the company’s stock valued at $251,268,000 after buying an additional 654,020 shares during the last quarter. Mariner LLC boosted its holdings in shares of Schwab U.S. Large-Cap Value ETF by 40.7% during the fourth quarter. Mariner LLC now owns 1,969,824 shares of the company’s stock valued at $117,264,000 after acquiring an additional 569,348 shares during the period. Finally, Kestra Advisory Services LLC raised its holdings in Schwab U.S. Large-Cap Value ETF by 283.1% during the fourth quarter. Kestra Advisory Services LLC now owns 529,468 shares of the company’s stock worth $31,286,000 after purchasing an additional 391,267 shares in the last quarter.

NYSEARCA:SCHV opened at $66.22 on Thursday. Schwab U.S. Large-Cap Value ETF has a 52-week low of $45.16 and a 52-week high of $66.56. The business’s 50-day moving average price is $64.18 and its 200 day moving average price is $58.96.

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.

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Institutional Ownership by Quarter for Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV)

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