Martel Wealth Advisors Inc grew its stake in shares of Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV – Free Report) by 1.5% during the 1st quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund owned 532,047 shares of the company’s stock after purchasing an additional 7,935 shares during the quarter. Schwab U.S. Large-Cap Value ETF comprises about 2.8% of Martel Wealth Advisors Inc’s portfolio, making the stock its 7th biggest holding. Martel Wealth Advisors Inc’s holdings in Schwab U.S. Large-Cap Value ETF were worth $14,142,000 as of its most recent filing with the Securities & Exchange Commission.
Several other institutional investors have also recently made changes to their positions in SCHV. Ameriflex Group Inc. acquired a new position in shares of Schwab U.S. Large-Cap Value ETF during the 4th quarter worth approximately $25,000. Hollencrest Capital Management increased its holdings in shares of Schwab U.S. Large-Cap Value ETF by 200.0% during the 4th quarter. Hollencrest Capital Management now owns 996 shares of the company’s stock worth $26,000 after acquiring an additional 664 shares during the last quarter. Guardian Wealth Advisors LLC NC increased its holdings in shares of Schwab U.S. Large-Cap Value ETF by 200.0% during the 4th quarter. Guardian Wealth Advisors LLC NC now owns 1,044 shares of the company’s stock worth $27,000 after acquiring an additional 696 shares during the last quarter. Ritter Daniher Financial Advisory LLC DE increased its holdings in shares of Schwab U.S. Large-Cap Value ETF by 200.0% during the 4th quarter. Ritter Daniher Financial Advisory LLC DE now owns 1,161 shares of the company’s stock worth $30,000 after acquiring an additional 774 shares during the last quarter. Finally, Jackson Hole Capital Partners LLC increased its holdings in shares of Schwab U.S. Large-Cap Value ETF by 200.0% during the 4th quarter. Jackson Hole Capital Partners LLC now owns 1,170 shares of the company’s stock worth $31,000 after acquiring an additional 780 shares during the last quarter.
Schwab U.S. Large-Cap Value ETF Trading Up 0.4%
SCHV stock opened at $27.32 on Friday. The firm has a market capitalization of $12.37 billion, a PE ratio of 19.08 and a beta of 0.89. Schwab U.S. Large-Cap Value ETF has a 1-year low of $23.08 and a 1-year high of $28.19. The business’s 50 day simple moving average is $26.05 and its 200 day simple moving average is $26.53.
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.
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