Schwab U.S. Large-Cap Value ETF $SCHV Position Lifted by Cornerstone Wealth Advisors Inc.

Cornerstone Wealth Advisors Inc. raised its holdings in shares of Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV) by 5.1% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 628,884 shares of the company’s stock after buying an additional 30,774 shares during the period. Schwab U.S. Large-Cap Value ETF comprises 4.3% of Cornerstone Wealth Advisors Inc.’s investment portfolio, making the stock its 8th largest position. Cornerstone Wealth Advisors Inc. owned 0.13% of Schwab U.S. Large-Cap Value ETF worth $18,621,000 as of its most recent SEC filing.

Several other institutional investors also recently bought and sold shares of the business. First County Bank CT raised its stake in shares of Schwab U.S. Large-Cap Value ETF by 4.2% in the 4th quarter. First County Bank CT now owns 41,548 shares of the company’s stock valued at $1,230,000 after acquiring an additional 1,677 shares during the period. Exchange Traded Concepts LLC boosted its position in Schwab U.S. Large-Cap Value ETF by 11.4% during the 4th quarter. Exchange Traded Concepts LLC now owns 2,035,286 shares of the company’s stock worth $60,265,000 after purchasing an additional 208,237 shares during the period. Enclave Advisors LLC increased its holdings in Schwab U.S. Large-Cap Value ETF by 40.9% in the 4th quarter. Enclave Advisors LLC now owns 38,881 shares of the company’s stock valued at $1,151,000 after purchasing an additional 11,292 shares in the last quarter. Net Worth Advisory Group acquired a new stake in Schwab U.S. Large-Cap Value ETF in the 4th quarter valued at $1,864,000. Finally, Capital Investment Advisors LLC raised its position in Schwab U.S. Large-Cap Value ETF by 3.9% in the fourth quarter. Capital Investment Advisors LLC now owns 10,431 shares of the company’s stock valued at $309,000 after purchasing an additional 393 shares during the period.

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

NYSEARCA:SCHV opened at $30.03 on Friday. The business’s 50-day moving average is $31.35 and its two-hundred day moving average is $30.05. The firm has a market capitalization of $14.43 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.

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.