Secure Asset Management LLC Has $2.34 Million Stake in Schwab U.S. Large-Cap Value ETF $SCHV

Secure Asset Management LLC grew its stake in Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV) by 50.4% during the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 78,846 shares of the company’s stock after purchasing an additional 26,414 shares during the period. Secure Asset Management LLC’s holdings in Schwab U.S. Large-Cap Value ETF were worth $2,335,000 as of its most recent filing with the Securities and Exchange Commission.

Several other hedge funds and other institutional investors also recently made changes to their positions in SCHV. Brighton Jones LLC boosted its position in Schwab U.S. Large-Cap Value ETF by 282.6% in the fourth quarter. Brighton Jones LLC now owns 28,473 shares of the company’s stock valued at $742,000 after buying an additional 21,031 shares in the last quarter. Revolve Wealth Partners LLC increased its holdings in shares of Schwab U.S. Large-Cap Value ETF by 200.2% during the fourth quarter. Revolve Wealth Partners LLC now owns 20,879 shares of the company’s stock worth $544,000 after buying an additional 13,925 shares in the last quarter. AQR Capital Management LLC lifted its stake in shares of Schwab U.S. Large-Cap Value ETF by 179.6% in the 1st quarter. AQR Capital Management LLC now owns 35,409 shares of the company’s stock valued at $941,000 after acquiring an additional 22,744 shares during the last quarter. Baird Financial Group Inc. boosted its holdings in shares of Schwab U.S. Large-Cap Value ETF by 40.9% during the 2nd quarter. Baird Financial Group Inc. now owns 174,487 shares of the company’s stock valued at $4,828,000 after acquiring an additional 50,682 shares in the last quarter. Finally, Brown Advisory Inc. grew its position in Schwab U.S. Large-Cap Value ETF by 27.4% during the 2nd quarter. Brown Advisory Inc. now owns 12,952 shares of the company’s stock worth $358,000 after acquiring an additional 2,787 shares during the last quarter.

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

Shares of SCHV opened at $30.68 on Monday. The stock has a market cap of $14.91 billion, a PE 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 $32.45. The business has a 50-day simple moving average of $31.31 and a two-hundred day simple moving average of $30.12.

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. 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.