Dakota Wealth Management Has $4.35 Million Stock Holdings in Schwab U.S. Large-Cap Value ETF $SCHV

Dakota Wealth Management decreased its stake in Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV) by 12.5% in the 2nd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 157,064 shares of the company’s stock after selling 22,338 shares during the period. Dakota Wealth Management’s holdings in Schwab U.S. Large-Cap Value ETF were worth $4,346,000 as of its most recent filing with the Securities and Exchange Commission.

Several other institutional investors and hedge funds also recently made changes to their positions in the stock. U.S. Capital Wealth Advisors LLC increased its stake in shares of Schwab U.S. Large-Cap Value ETF by 3.0% in the first quarter. U.S. Capital Wealth Advisors LLC now owns 13,825 shares of the company’s stock valued at $367,000 after buying an additional 406 shares during the period. Hanson & Doremus Investment Management increased its stake in shares of Schwab U.S. Large-Cap Value ETF by 23.1% in the first quarter. Hanson & Doremus Investment Management now owns 2,175 shares of the company’s stock valued at $58,000 after buying an additional 408 shares during the period. Bridges Investment Management Inc. increased its stake in shares of Schwab U.S. Large-Cap Value ETF by 2.8% in the first quarter. Bridges Investment Management Inc. now owns 16,035 shares of the company’s stock valued at $426,000 after buying an additional 435 shares during the period. Compass Planning Associates Inc increased its stake in shares of Schwab U.S. Large-Cap Value ETF by 0.5% in the first quarter. Compass Planning Associates Inc now owns 94,603 shares of the company’s stock valued at $2,515,000 after buying an additional 505 shares during the period. Finally, Alpha Cubed Investments LLC increased its stake in shares of Schwab U.S. Large-Cap Value ETF by 2.6% in the first quarter. Alpha Cubed Investments LLC now owns 20,607 shares of the company’s stock valued at $548,000 after buying an additional 524 shares during the period.

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

NYSEARCA SCHV opened at $28.78 on Friday. The business has a 50 day simple moving average of $28.48 and a 200 day simple moving average of $27.19. Schwab U.S. Large-Cap Value ETF has a one year low of $23.08 and a one year high of $29.30. The stock has a market capitalization of $13.18 billion, a P/E ratio of 19.08 and a beta of 0.94.

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.