Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV) Shares Bought by Everhart Financial Group Inc.

Everhart Financial Group Inc. lifted its holdings in shares of Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHVFree Report) by 1.0% in the first quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 153,795 shares of the company’s stock after buying an additional 1,456 shares during the period. Schwab U.S. Large-Cap Value ETF comprises 0.6% of Everhart Financial Group Inc.’s investment portfolio, making the stock its 25th biggest holding. Everhart Financial Group Inc.’s holdings in Schwab U.S. Large-Cap Value ETF were worth $4,088,000 as of its most recent SEC filing.

Several other hedge funds have also modified their holdings of the business. Financial Engines Advisors L.L.C. lifted its holdings in Schwab U.S. Large-Cap Value ETF by 184.2% in the fourth quarter. Financial Engines Advisors L.L.C. now owns 55,360,772 shares of the company’s stock valued at $1,443,255,000 after acquiring an additional 35,884,431 shares during the period. Sei Investments Co. increased its holdings in shares of Schwab U.S. Large-Cap Value ETF by 220.7% in the 4th quarter. Sei Investments Co. now owns 38,914,600 shares of the company’s stock valued at $1,014,504,000 after purchasing an additional 26,780,137 shares in the last quarter. Envestnet Asset Management Inc. increased its holdings in shares of Schwab U.S. Large-Cap Value ETF by 228.2% in the 4th quarter. Envestnet Asset Management Inc. now owns 15,926,683 shares of the company’s stock valued at $415,209,000 after purchasing an additional 11,074,601 shares in the last quarter. Avantax Planning Partners Inc. lifted its stake in shares of Schwab U.S. Large-Cap Value ETF by 200.2% in the fourth quarter. Avantax Planning Partners Inc. now owns 9,927,842 shares of the company’s stock valued at $258,819,000 after purchasing an additional 6,621,242 shares during the period. Finally, Mariner LLC lifted its stake in shares of Schwab U.S. Large-Cap Value ETF by 199.0% in the fourth quarter. Mariner LLC now owns 7,950,753 shares of the company’s stock valued at $207,275,000 after purchasing an additional 5,291,706 shares during the period.

Schwab U.S. Large-Cap Value ETF Trading Up 0.4%

Shares of SCHV opened at $27.32 on Friday. Schwab U.S. Large-Cap Value ETF has a twelve month low of $23.08 and a twelve month high of $28.19. The firm has a market capitalization of $12.37 billion, a P/E ratio of 19.08 and a beta of 0.89. The firm’s 50-day moving average is $26.05 and its two-hundred day moving average is $26.53.

Schwab U.S. Large-Cap Value ETF Company Profile

(Free Report)

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.

Further Reading

Want to see what other hedge funds are holding SCHV? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHVFree Report).

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

Receive News & Ratings for Schwab U.S. Large-Cap Value ETF Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Schwab U.S. Large-Cap Value ETF and related companies with MarketBeat.com's FREE daily email newsletter.