Schwab U.S. Large-Cap Value ETF $SCHV is Krilogy Financial LLC’s 4th Largest Position

Krilogy Financial LLC boosted its stake in shares of Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV) by 12.5% in the third quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 2,572,062 shares of the company’s stock after buying an additional 285,500 shares during the period. Schwab U.S. Large-Cap Value ETF makes up about 2.8% of Krilogy Financial LLC’s investment portfolio, making the stock its 4th largest holding. Krilogy Financial LLC owned 0.54% of Schwab U.S. Large-Cap Value ETF worth $74,204,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other large investors have also added to or reduced their stakes in SCHV. Whitaker Myers Wealth Managers LTD. boosted its position in shares of Schwab U.S. Large-Cap Value ETF by 5.9% during the third quarter. Whitaker Myers Wealth Managers LTD. now owns 516,823 shares of the company’s stock valued at $15,045,000 after buying an additional 28,754 shares during the last quarter. Perigon Wealth Management LLC boosted its holdings in shares of Schwab U.S. Large-Cap Value ETF by 3.8% during the 3rd quarter. Perigon Wealth Management LLC now owns 601,972 shares of the company’s stock valued at $17,523,000 after acquiring an additional 21,895 shares during the last quarter. Allworth Financial LP grew its stake in shares of Schwab U.S. Large-Cap Value ETF by 5.2% in the second quarter. Allworth Financial LP now owns 436,697 shares of the company’s stock worth $12,083,000 after acquiring an additional 21,765 shares during the period. Global Wealth Strategies & Associates purchased a new position in shares of Schwab U.S. Large-Cap Value ETF during the third quarter valued at approximately $515,000. Finally, HB Wealth Management LLC lifted its position in Schwab U.S. Large-Cap Value ETF by 27.0% during the third quarter. HB Wealth Management LLC now owns 102,827 shares of the company’s stock valued at $2,993,000 after purchasing an additional 21,882 shares during the period.

Schwab U.S. Large-Cap Value ETF Trading Down 0.0%

Shares of SCHV stock opened at $32.07 on Wednesday. Schwab U.S. Large-Cap Value ETF has a 12-month low of $23.08 and a 12-month high of $32.18. The stock has a market capitalization of $15.41 billion, a P/E ratio of 19.08 and a beta of 0.90. The firm’s 50 day moving average is $30.40 and its 200 day moving average is $29.36.

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.