Kestra Private Wealth Services LLC Raises Stake in Schwab U.S. Large-Cap Value ETF $SCHV

Kestra Private Wealth Services LLC lifted its stake in shares of Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV) by 223.2% during the first quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm owned 35,922 shares of the company’s stock after purchasing an additional 24,809 shares during the quarter. Kestra Private Wealth Services LLC’s holdings in Schwab U.S. Large-Cap Value ETF were worth $1,096,000 at the end of the most recent quarter.

Other large investors have also made changes to their positions in the company. Valpey Financial Services LLC boosted its holdings in Schwab U.S. Large-Cap Value ETF by 2,913.4% during the fourth quarter. Valpey Financial Services LLC now owns 6,251,249 shares of the company’s stock worth $185,099,000 after buying an additional 6,043,804 shares in the last quarter. Wellington Management Group LLP purchased a new position in Schwab U.S. Large-Cap Value ETF in the third quarter valued at about $68,742,000. Sei Investments Co. lifted its position in shares of Schwab U.S. Large-Cap Value ETF by 3.0% during the 3rd quarter. Sei Investments Co. now owns 44,357,295 shares of the company’s stock valued at $1,291,242,000 after acquiring an additional 1,295,102 shares during the period. Mather Group LLC. lifted its position in shares of Schwab U.S. Large-Cap Value ETF by 3.0% during the 4th quarter. Mather Group LLC. now owns 35,128,777 shares of the company’s stock valued at $1,040,163,000 after acquiring an additional 1,023,339 shares during the period. Finally, World Investment Advisors boosted its stake in shares of Schwab U.S. Large-Cap Value ETF by 628.0% during the 4th quarter. World Investment Advisors now owns 980,974 shares of the company’s stock worth $29,047,000 after acquiring an additional 846,224 shares in the last quarter.

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

Shares of NYSEARCA:SCHV opened at $34.81 on Wednesday. The firm has a market capitalization of $16.29 billion, a price-to-earnings ratio of 19.08 and a beta of 0.83. The business’s 50 day simple moving average is $33.38 and its 200-day simple moving average is $31.80. Schwab U.S. Large-Cap Value ETF has a 12 month low of $27.39 and a 12 month high of $35.05.

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.