Schwab U.S. Large-Cap Value ETF $SCHV Stake Raised by Stratos Wealth Partners LTD.

Stratos Wealth Partners LTD. raised its holdings in Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV) by 45.8% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 168,482 shares of the company’s stock after acquiring an additional 52,912 shares during the quarter. Stratos Wealth Partners LTD.’s holdings in Schwab U.S. Large-Cap Value ETF were worth $4,989,000 as of its most recent filing with the Securities and Exchange Commission.

Several other large investors also recently made changes to their positions in the business. YANKCOM Partnership lifted its stake in Schwab U.S. Large-Cap Value ETF by 4.6% during the fourth quarter. YANKCOM Partnership now owns 470,368 shares of the company’s stock valued at $13,928,000 after purchasing an additional 20,582 shares during the last quarter. SteelPeak Wealth LLC acquired a new position in Schwab U.S. Large-Cap Value ETF in the fourth quarter worth approximately $8,162,000. Aspiriant LLC increased its holdings in shares of Schwab U.S. Large-Cap Value ETF by 10.5% in the fourth quarter. Aspiriant LLC now owns 55,809 shares of the company’s stock valued at $1,652,000 after buying an additional 5,308 shares in the last quarter. Perigon Wealth Management LLC lifted its position in shares of Schwab U.S. Large-Cap Value ETF by 1.9% during the 4th quarter. Perigon Wealth Management LLC now owns 613,657 shares of the company’s stock valued at $18,170,000 after acquiring an additional 11,685 shares during the last quarter. Finally, Vanguard Capital Wealth Advisors lifted its position in shares of Schwab U.S. Large-Cap Value ETF by 0.8% during the 4th quarter. Vanguard Capital Wealth Advisors now owns 42,866 shares of the company’s stock valued at $1,269,000 after acquiring an additional 333 shares during the last quarter.

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

SCHV opened at $30.68 on Monday. The firm has a market cap of $14.91 billion, a PE ratio of 19.08 and a beta of 0.90. The business has a fifty day simple moving average of $31.31 and a 200-day simple moving average of $30.12. Schwab U.S. Large-Cap Value ETF has a fifty-two week low of $23.08 and a fifty-two week high of $32.45.

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.