1,012,162 Shares in Schwab U.S. Large-Cap Value ETF $SCHV Acquired by TSG Advice Partners LLC

TSG Advice Partners LLC acquired a new stake in Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV) during the 1st quarter, according to its most recent disclosure with the SEC. The institutional investor acquired 1,012,162 shares of the company’s stock, valued at approximately $30,871,000. Schwab U.S. Large-Cap Value ETF makes up about 4.6% of TSG Advice Partners LLC’s portfolio, making the stock its 8th biggest position. TSG Advice Partners LLC owned 0.22% of Schwab U.S. Large-Cap Value ETF at the end of the most recent quarter.

Other institutional investors have also added to or reduced their stakes in the company. KPP Advisory Services LLC raised its stake in shares of Schwab U.S. Large-Cap Value ETF by 1.0% in the first quarter. KPP Advisory Services LLC now owns 147,374 shares of the company’s stock worth $4,495,000 after purchasing an additional 1,475 shares during the last quarter. Root Financial Partners LLC boosted its position in shares of Schwab U.S. Large-Cap Value ETF by 11.9% during the first quarter. Root Financial Partners LLC now owns 3,668 shares of the company’s stock valued at $112,000 after buying an additional 389 shares during the last quarter. Essex LLC boosted its position in shares of Schwab U.S. Large-Cap Value ETF by 9.1% during the first quarter. Essex LLC now owns 8,176 shares of the company’s stock valued at $249,000 after buying an additional 685 shares during the last quarter. Lederer & Associates Investment Counsel CA increased its holdings in Schwab U.S. Large-Cap Value ETF by 1.8% in the 1st quarter. Lederer & Associates Investment Counsel CA now owns 67,888 shares of the company’s stock worth $2,071,000 after buying an additional 1,186 shares in the last quarter. Finally, Lighthouse Wealth Management Inc. increased its holdings in Schwab U.S. Large-Cap Value ETF by 25.0% in the 1st quarter. Lighthouse Wealth Management Inc. now owns 250,135 shares of the company’s stock worth $7,629,000 after buying an additional 49,982 shares in the last quarter.

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

Shares of NYSEARCA:SCHV opened at $34.42 on Thursday. Schwab U.S. Large-Cap Value ETF has a fifty-two week low of $27.39 and a fifty-two week high of $35.05. The business has a 50-day simple moving average of $33.43 and a two-hundred day simple moving average of $31.83. The firm has a market cap of $15.74 billion, a price-to-earnings ratio of 19.08 and a beta of 0.82.

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.