Cathy Pareto & Associates Inc. Has $7.28 Million Stock Holdings in Schwab U.S. Large-Cap Value ETF $SCHV

Cathy Pareto & Associates Inc. raised its holdings in Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV) by 21.3% in the fourth quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm owned 245,780 shares of the company’s stock after purchasing an additional 43,171 shares during the period. Schwab U.S. Large-Cap Value ETF makes up about 5.1% of Cathy Pareto & Associates Inc.’s portfolio, making the stock its 2nd largest holding. Cathy Pareto & Associates Inc. owned approximately 0.05% of Schwab U.S. Large-Cap Value ETF worth $7,278,000 as of its most recent SEC filing.

Other institutional investors have also recently bought and sold shares of the company. Whitaker Myers Wealth Managers LTD. lifted its holdings in shares of Schwab U.S. Large-Cap Value ETF by 5.9% during the 3rd quarter. Whitaker Myers Wealth Managers LTD. now owns 516,823 shares of the company’s stock worth $15,045,000 after acquiring an additional 28,754 shares during the period. Perigon Wealth Management LLC lifted its holdings in shares of Schwab U.S. Large-Cap Value ETF by 3.8% during the 3rd quarter. Perigon Wealth Management LLC now owns 601,972 shares of the company’s stock worth $17,523,000 after acquiring an additional 21,895 shares during the period. Cadence Wealth Management LLC lifted its holdings in shares of Schwab U.S. Large-Cap Value ETF by 9.4% during the 3rd quarter. Cadence Wealth Management LLC now owns 208,213 shares of the company’s stock worth $6,061,000 after acquiring an additional 17,853 shares during the period. CENTRAL TRUST Co bought a new stake in shares of Schwab U.S. Large-Cap Value ETF during the 3rd quarter worth approximately $642,000. Finally, Cypress Financial Planning LLC bought a new stake in shares of Schwab U.S. Large-Cap Value ETF during the 4th quarter worth approximately $3,254,000.

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

Shares of Schwab U.S. Large-Cap Value ETF stock opened at $31.49 on Monday. The company has a 50 day moving average of $31.34 and a 200-day moving average of $30.19. Schwab U.S. Large-Cap Value ETF has a 1-year low of $24.21 and a 1-year high of $32.45. The company has a market cap of $15.33 billion, a PE ratio of 19.08 and a beta of 0.85.

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.