Plus Group Wealth Advisors LLC Makes New Investment in Schwab U.S. Large-Cap Value ETF $SCHV

Plus Group Wealth Advisors LLC acquired a new position in shares of Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV) during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm acquired 255,245 shares of the company’s stock, valued at approximately $7,558,000. Schwab U.S. Large-Cap Value ETF makes up approximately 8.4% of Plus Group Wealth Advisors LLC’s investment portfolio, making the stock its 3rd biggest position.

A number of other institutional investors have also modified their holdings of SCHV. Vanguard Capital Wealth Advisors grew its position in Schwab U.S. Large-Cap Value ETF by 0.8% in the 4th quarter. Vanguard Capital Wealth Advisors now owns 42,866 shares of the company’s stock valued at $1,269,000 after buying an additional 333 shares during the last quarter. Hengehold Capital Management LLC boosted its position in shares of Schwab U.S. Large-Cap Value ETF by 3.4% in the 4th quarter. Hengehold Capital Management LLC now owns 10,590 shares of the company’s stock worth $314,000 after buying an additional 353 shares in the last quarter. DHJJ Financial Advisors Ltd. boosted its position in shares of Schwab U.S. Large-Cap Value ETF by 3.9% in the 4th quarter. DHJJ Financial Advisors Ltd. now owns 9,403 shares of the company’s stock worth $278,000 after buying an additional 355 shares in the last quarter. JFS Wealth Advisors LLC grew its holdings in shares of Schwab U.S. Large-Cap Value ETF by 3.8% during the third quarter. JFS Wealth Advisors LLC now owns 10,347 shares of the company’s stock worth $301,000 after buying an additional 378 shares in the last quarter. Finally, Riversedge Advisors LLC grew its holdings in shares of Schwab U.S. Large-Cap Value ETF by 0.5% during the fourth quarter. Riversedge Advisors LLC now owns 79,239 shares of the company’s stock worth $2,346,000 after buying an additional 385 shares in the last quarter.

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

NYSEARCA SCHV opened at $32.56 on Friday. Schwab U.S. Large-Cap Value ETF has a 12 month low of $26.21 and a 12 month high of $33.08. The company has a market cap of $15.24 billion, a P/E ratio of 19.08 and a beta of 0.83. The company has a 50-day moving average of $31.47 and a 200-day moving average of $30.70.

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.