Krilogy Financial LLC increased its stake in shares of Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV – Free Report) by 150.7% during the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 2,205,034 shares of the company’s stock after acquiring an additional 1,325,485 shares during the quarter. Schwab U.S. Large-Cap Value ETF makes up about 3.8% of Krilogy Financial LLC’s portfolio, making the stock its 3rd largest position. Krilogy Financial LLC owned approximately 1.53% of Schwab U.S. Large-Cap Value ETF worth $57,485,000 as of its most recent filing with the Securities & Exchange Commission.
A number of other large investors have also bought and sold shares of the stock. Cooper Financial Group increased its holdings in shares of Schwab U.S. Large-Cap Value ETF by 219.9% during the fourth quarter. Cooper Financial Group now owns 1,430,875 shares of the company’s stock valued at $37,303,000 after acquiring an additional 983,551 shares in the last quarter. Dodds Wealth LLC grew its position in Schwab U.S. Large-Cap Value ETF by 194.7% in the 3rd quarter. Dodds Wealth LLC now owns 1,310,932 shares of the company’s stock valued at $105,360,000 after purchasing an additional 866,045 shares during the period. Persium Advisors LLC bought a new stake in Schwab U.S. Large-Cap Value ETF during the 4th quarter valued at $19,050,000. Cliftonlarsonallen Wealth Advisors LLC raised its holdings in Schwab U.S. Large-Cap Value ETF by 193.7% during the fourth quarter. Cliftonlarsonallen Wealth Advisors LLC now owns 893,666 shares of the company’s stock worth $23,298,000 after buying an additional 589,389 shares during the last quarter. Finally, Sei Investments Co. lifted its stake in shares of Schwab U.S. Large-Cap Value ETF by 5.1% in the second quarter. Sei Investments Co. now owns 11,499,907 shares of the company’s stock valued at $851,913,000 after buying an additional 553,600 shares in the last quarter.
Schwab U.S. Large-Cap Value ETF Price Performance
NYSEARCA:SCHV opened at $26.88 on Friday. Schwab U.S. Large-Cap Value ETF has a one year low of $22.84 and a one year high of $28.19. The company has a market cap of $3.88 billion, a PE ratio of 17.88 and a beta of 0.77. The firm has a 50-day moving average of $26.86 and a 200-day moving average of $26.36.
About Schwab U.S. Large-Cap Value ETF
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.
Featured Articles
- Five stocks we like better than Schwab U.S. Large-Cap Value ETF
- How is Compound Interest Calculated?
- Top ETFs That Beat the Market in 2024 and Could Do It Again
- What is the Australian Securities Exchange (ASX)
- J.B. Hunt Leads Truckers Lower: Buy Them While They’re Down?
- What is the S&P/TSX Index?
- MarketBeat Week in Review – 01/13 – 01/17
Receive News & Ratings for Schwab U.S. Large-Cap Value ETF Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Schwab U.S. Large-Cap Value ETF and related companies with MarketBeat.com's FREE daily email newsletter.