Gladstone Institutional Advisory LLC Raises Stock Holdings in Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV)

Gladstone Institutional Advisory LLC lifted its holdings in Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV) by 193.1% in the fourth quarter, HoldingsChannel reports. The firm owned 245,912 shares of the company’s stock after purchasing an additional 162,010 shares during the quarter. Gladstone Institutional Advisory LLC’s holdings in Schwab U.S. Large-Cap Value ETF were worth $6,411,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds have also recently modified their holdings of the business. Atlas Wealth Partners LLC grew its stake in shares of Schwab U.S. Large-Cap Value ETF by 208.4% in the 4th quarter. Atlas Wealth Partners LLC now owns 23,648 shares of the company’s stock worth $617,000 after buying an additional 15,979 shares in the last quarter. MeadowBrook Investment Advisors LLC raised its position in shares of Schwab U.S. Large-Cap Value ETF by 200.0% during the 4th quarter. MeadowBrook Investment Advisors LLC now owns 5,070 shares of the company’s stock valued at $132,000 after buying an additional 3,380 shares in the last quarter. SRH Advisors LLC lifted its holdings in shares of Schwab U.S. Large-Cap Value ETF by 200.0% in the 4th quarter. SRH Advisors LLC now owns 4,140 shares of the company’s stock valued at $108,000 after acquiring an additional 2,760 shares during the last quarter. Leavell Investment Management Inc. grew its position in Schwab U.S. Large-Cap Value ETF by 195.3% in the fourth quarter. Leavell Investment Management Inc. now owns 133,790 shares of the company’s stock worth $3,488,000 after acquiring an additional 88,489 shares in the last quarter. Finally, Gradient Capital Advisors LLC increased its stake in Schwab U.S. Large-Cap Value ETF by 189.4% during the fourth quarter. Gradient Capital Advisors LLC now owns 44,515 shares of the company’s stock worth $1,161,000 after acquiring an additional 29,133 shares during the last quarter.

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

Shares of SCHV stock opened at $27.27 on Wednesday. The company has a market cap of $3.94 billion, a PE ratio of 17.88 and a beta of 0.77. The stock’s 50 day simple moving average is $26.71 and its two-hundred day simple moving average is $26.59. Schwab U.S. Large-Cap Value ETF has a 1 year low of $23.35 and a 1 year high of $28.19.

Schwab U.S. Large-Cap Value ETF Company 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.