Phil A. Younker & Associates Ltd. Raises Position in Schwab U.S. Large-Cap Value ETF $SCHV

Phil A. Younker & Associates Ltd. increased its holdings in Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV) by 5.5% during the second quarter, according to its most recent disclosure with the SEC. The institutional investor owned 12,660 shares of the company’s stock after buying an additional 660 shares during the period. Schwab U.S. Large-Cap Value ETF accounts for approximately 0.3% of Phil A. Younker & Associates Ltd.’s portfolio, making the stock its 25th largest holding. Phil A. Younker & Associates Ltd.’s holdings in Schwab U.S. Large-Cap Value ETF were worth $350,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds also recently made changes to their positions in the business. Mather Group LLC. increased its stake in Schwab U.S. Large-Cap Value ETF by 3.2% in the first quarter. Mather Group LLC. now owns 32,984,784 shares of the company’s stock valued at $876,736,000 after acquiring an additional 1,023,250 shares during the last quarter. Envestnet Asset Management Inc. increased its stake in Schwab U.S. Large-Cap Value ETF by 3.5% in the first quarter. Envestnet Asset Management Inc. now owns 16,489,014 shares of the company’s stock valued at $438,278,000 after acquiring an additional 562,331 shares during the last quarter. Avantax Planning Partners Inc. increased its stake in Schwab U.S. Large-Cap Value ETF by 1.0% in the first quarter. Avantax Planning Partners Inc. now owns 10,027,280 shares of the company’s stock valued at $266,525,000 after acquiring an additional 99,438 shares during the last quarter. Gemmer Asset Management LLC increased its stake in Schwab U.S. Large-Cap Value ETF by 2.9% in the first quarter. Gemmer Asset Management LLC now owns 4,308,320 shares of the company’s stock valued at $114,515,000 after acquiring an additional 119,809 shares during the last quarter. Finally, LPL Financial LLC increased its stake in Schwab U.S. Large-Cap Value ETF by 0.8% in the first quarter. LPL Financial LLC now owns 3,523,715 shares of the company’s stock valued at $93,660,000 after acquiring an additional 28,552 shares during the last quarter.

Schwab U.S. Large-Cap Value ETF Stock Down 0.5%

SCHV opened at $28.78 on Friday. The stock has a market cap of $13.18 billion, a PE ratio of 19.08 and a beta of 0.94. Schwab U.S. Large-Cap Value ETF has a 52 week low of $23.08 and a 52 week high of $29.30. The business’s fifty day simple moving average is $28.48 and its 200 day simple moving average is $27.19.

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.