77,013 Schwab U.S. Large-Cap Value ETF $SCHV Shares Bought by CX Institutional

CX Institutional lifted its stake in shares of Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV) by 9.7% during the third quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 869,829 shares of the company’s stock after purchasing an additional 77,013 shares during the period. CX Institutional’s holdings in Schwab U.S. Large-Cap Value ETF were worth $28,974,000 at the end of the most recent reporting period.

Several other hedge funds have also modified their holdings of the stock. Center for Financial Planning Inc. increased its holdings in shares of Schwab U.S. Large-Cap Value ETF by 1.8% in the first quarter. Center for Financial Planning Inc. now owns 19,879 shares of the company’s stock valued at $606,000 after purchasing an additional 346 shares in the last quarter. NewEdge Advisors LLC lifted its holdings in Schwab U.S. Large-Cap Value ETF by 0.3% during the 1st quarter. NewEdge Advisors LLC now owns 150,725 shares of the company’s stock worth $4,597,000 after buying an additional 382 shares in the last quarter. Root Financial Partners LLC lifted its holdings in Schwab U.S. Large-Cap Value ETF by 11.9% during the 1st quarter. Root Financial Partners LLC now owns 3,668 shares of the company’s stock worth $112,000 after buying an additional 389 shares in the last quarter. Chicago Partners Investment Group LLC boosted its position in Schwab U.S. Large-Cap Value ETF by 0.9% in the 1st quarter. Chicago Partners Investment Group LLC now owns 44,234 shares of the company’s stock valued at $1,412,000 after buying an additional 390 shares during the last quarter. Finally, Everett Harris & Co. CA boosted its position in Schwab U.S. Large-Cap Value ETF by 1.5% in the 4th quarter. Everett Harris & Co. CA now owns 26,394 shares of the company’s stock valued at $782,000 after buying an additional 400 shares during the last quarter.

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

Shares of NYSEARCA SCHV traded up $0.16 during midday trading on Friday, hitting $33.54. The stock had a trading volume of 3,189,039 shares, compared to its average volume of 3,868,788. The firm has a market cap of $15.20 billion, a P/E ratio of 19.08 and a beta of 0.83. Schwab U.S. Large-Cap Value ETF has a fifty-two week low of $28.29 and a fifty-two week high of $35.49. The company’s 50-day simple moving average is $34.45 and its 200 day simple moving average is $33.42.

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.