HB Wealth Management LLC Has $2.99 Million Position in Schwab U.S. Large-Cap Value ETF $SCHV

HB Wealth Management LLC raised its holdings in Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV) by 27.0% during the third quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 102,827 shares of the company’s stock after acquiring an additional 21,882 shares during the quarter. HB Wealth Management LLC’s holdings in Schwab U.S. Large-Cap Value ETF were worth $2,993,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds also recently made changes to their positions in SCHV. Abound Wealth Management boosted its position in shares of Schwab U.S. Large-Cap Value ETF by 993.1% in the 2nd quarter. Abound Wealth Management now owns 951 shares of the company’s stock worth $26,000 after purchasing an additional 864 shares during the last quarter. First Community Trust NA bought a new stake in Schwab U.S. Large-Cap Value ETF in the second quarter valued at about $33,000. Keener Financial Planning LLC acquired a new position in Schwab U.S. Large-Cap Value ETF in the second quarter valued at about $34,000. Total Investment Management Inc. acquired a new position in Schwab U.S. Large-Cap Value ETF in the second quarter valued at about $41,000. Finally, Atticus Wealth Management LLC bought a new position in Schwab U.S. Large-Cap Value ETF during the second quarter worth about $54,000.

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

Shares of SCHV stock opened at $30.62 on Friday. The stock has a market cap of $14.71 billion, a PE ratio of 19.08 and a beta of 0.90. The stock has a 50-day moving average of $29.45 and a 200-day moving average of $28.85. Schwab U.S. Large-Cap Value ETF has a one year low of $23.08 and a one year high of $30.66.

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