Schwab U.S. Large-Cap Value ETF $SCHV Shares Purchased by Cadence Wealth Management LLC

Cadence Wealth Management LLC grew its holdings in Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV) by 9.4% during the third quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 208,213 shares of the company’s stock after purchasing an additional 17,853 shares during the quarter. Schwab U.S. Large-Cap Value ETF comprises about 3.2% of Cadence Wealth Management LLC’s investment portfolio, making the stock its 8th largest position. Cadence Wealth Management LLC’s holdings in Schwab U.S. Large-Cap Value ETF were worth $6,061,000 at the end of the most recent quarter.

Other large investors also recently made changes to their positions in the company. Whitaker Myers Wealth Managers LTD. increased its position 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 valued at $15,045,000 after acquiring an additional 28,754 shares in the last quarter. Perigon Wealth Management LLC grew its stake 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 valued at $17,523,000 after purchasing an additional 21,895 shares during the last quarter. Allworth Financial LP grew its stake in shares of Schwab U.S. Large-Cap Value ETF by 5.2% during the second quarter. Allworth Financial LP now owns 436,697 shares of the company’s stock valued at $12,083,000 after purchasing an additional 21,765 shares during the last quarter. HB Wealth Management LLC increased its holdings in shares of Schwab U.S. Large-Cap Value ETF by 27.0% in the third quarter. HB Wealth Management LLC now owns 102,827 shares of the company’s stock valued at $2,993,000 after purchasing an additional 21,882 shares in the last quarter. Finally, Global Wealth Strategies & Associates bought a new position in Schwab U.S. Large-Cap Value ETF in the 3rd quarter worth approximately $515,000.

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

NYSEARCA:SCHV opened at $32.10 on Friday. The stock’s fifty day moving average price is $30.55 and its two-hundred day moving average price is $29.42. Schwab U.S. Large-Cap Value ETF has a 52-week low of $23.08 and a 52-week high of $32.45. The company has a market cap of $15.43 billion, a price-to-earnings ratio of 19.08 and a beta of 0.90.

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.