Schwab U.S. Large-Cap Value ETF $SCHV Shares Purchased by Avantax Planning Partners Inc.

Avantax Planning Partners Inc. boosted its holdings in shares of Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV) by 1.3% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 10,079,785 shares of the company’s stock after buying an additional 133,585 shares during the period. Schwab U.S. Large-Cap Value ETF makes up 8.4% of Avantax Planning Partners Inc.’s holdings, making the stock its 2nd largest position. Avantax Planning Partners Inc. owned approximately 2.13% of Schwab U.S. Large-Cap Value ETF worth $293,423,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors also recently added to or reduced their stakes in the company. Keener Financial Planning LLC purchased a new stake in shares of Schwab U.S. Large-Cap Value ETF during the second quarter worth about $34,000. Total Investment Management Inc. purchased a new position in shares of Schwab U.S. Large-Cap Value ETF in the 2nd quarter valued at approximately $41,000. Caldwell Trust Co acquired a new stake in Schwab U.S. Large-Cap Value ETF in the 2nd quarter worth approximately $62,000. Ameriflex Group Inc. grew its position in Schwab U.S. Large-Cap Value ETF by 47.6% during the 2nd quarter. Ameriflex Group Inc. now owns 2,419 shares of the company’s stock worth $66,000 after purchasing an additional 780 shares during the last quarter. Finally, Root Financial Partners LLC purchased a new stake in Schwab U.S. Large-Cap Value ETF during the 3rd quarter worth approximately $91,000.

Schwab U.S. Large-Cap Value ETF Trading Down 0.6%

Shares of Schwab U.S. Large-Cap Value ETF stock opened at $30.78 on Monday. The firm’s 50 day simple moving average is $29.82 and its two-hundred day simple moving average is $29.07. The firm has a market capitalization of $14.75 billion, a price-to-earnings ratio of 19.08 and a beta of 0.90. Schwab U.S. Large-Cap Value ETF has a 12-month low of $23.08 and a 12-month high of $31.11.

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.