Assetmark Inc. Raises Stock Holdings in Schwab U.S. Large-Cap Value ETF $SCHV

Assetmark Inc. grew its holdings in shares of Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV) by 62.4% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 82,518 shares of the company’s stock after buying an additional 31,695 shares during the quarter. Assetmark Inc.’s holdings in Schwab U.S. Large-Cap Value ETF were worth $2,443,000 at the end of the most recent reporting period.

A number of other institutional investors have also recently made changes to their positions in SCHV. Perigon Wealth Management LLC lifted its position in shares of Schwab U.S. Large-Cap Value ETF by 3.8% during the third quarter. Perigon Wealth Management LLC now owns 601,972 shares of the company’s stock worth $17,523,000 after purchasing an additional 21,895 shares during the last quarter. Whitaker Myers Wealth Managers LTD. increased its stake in Schwab U.S. Large-Cap Value ETF by 5.9% in the 3rd quarter. Whitaker Myers Wealth Managers LTD. now owns 516,823 shares of the company’s stock worth $15,045,000 after buying an additional 28,754 shares during the period. Cadence Wealth Management LLC lifted its holdings in 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 valued at $6,061,000 after buying an additional 17,853 shares in the last quarter. CENTRAL TRUST Co bought a new stake in Schwab U.S. Large-Cap Value ETF during the 3rd quarter valued at about $642,000. Finally, Cypress Financial Planning LLC purchased a new stake in Schwab U.S. Large-Cap Value ETF in the 4th quarter valued at about $3,254,000.

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

Shares of SCHV stock opened at $32.09 on Tuesday. Schwab U.S. Large-Cap Value ETF has a twelve month low of $24.26 and a twelve month high of $32.45. The stock has a fifty day simple moving average of $31.36 and a two-hundred day simple moving average of $30.31. The stock has a market capitalization of $15.09 billion, a price-to-earnings ratio of 19.08 and a beta of 0.85.

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.