Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV) Shares Purchased by United Capital Financial Advisors LLC

Posted by John Perry on Apr 15th, 2025

United Capital Financial Advisors LLC grew its stake in shares of Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV – Free Report) by 195.6% in the 4th quarter, HoldingsChannel.com reports. The institutional investor owned 1,899,117 shares of the company’s stock after acquiring an additional 1,256,617 shares during the quarter. United Capital Financial Advisors LLC’s holdings in Schwab U.S. Large-Cap Value ETF were worth $49,510,000 at the end of the most recent reporting period.

A number of other institutional investors also recently made changes to their positions in SCHV. Hollencrest Capital Management increased its position in Schwab U.S. Large-Cap Value ETF by 200.0% during the 4th quarter. Hollencrest Capital Management now owns 996 shares of the company’s stock worth $26,000 after purchasing an additional 664 shares in the last quarter. First PREMIER Bank boosted its stake in shares of Schwab U.S. Large-Cap Value ETF by 200.0% during the 4th quarter. First PREMIER Bank now owns 1,035 shares of the company’s stock worth $27,000 after purchasing an additional 690 shares during the last quarter. Ritter Daniher Financial Advisory LLC DE grew its holdings in shares of Schwab U.S. Large-Cap Value ETF by 200.0% during the fourth quarter. Ritter Daniher Financial Advisory LLC DE now owns 1,161 shares of the company’s stock worth $30,000 after buying an additional 774 shares in the last quarter. Jackson Hole Capital Partners LLC raised its position in shares of Schwab U.S. Large-Cap Value ETF by 200.0% in the fourth quarter. Jackson Hole Capital Partners LLC now owns 1,170 shares of the company’s stock valued at $31,000 after buying an additional 780 shares during the last quarter. Finally, Tidemark LLC raised its position in shares of Schwab U.S. Large-Cap Value ETF by 200.0% in the fourth quarter. Tidemark LLC now owns 1,200 shares of the company’s stock valued at $31,000 after buying an additional 800 shares during the last quarter.

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

Shares of NYSEARCA SCHV opened at $25.13 on Tuesday. The firm’s 50 day moving average price is $26.44 and its 200 day moving average price is $26.75. The firm has a market cap of $11.22 billion, a P/E ratio of 19.30 and a beta of 0.89. Schwab U.S. Large-Cap Value ETF has a 1 year low of $23.08 and a 1 year high of $28.19.

Schwab U.S. Large-Cap Value ETF Cuts Dividend

The firm also recently disclosed a dividend, which was paid on Monday, March 31st. Stockholders of record on Wednesday, March 26th were issued a dividend of $0.1412 per share. The ex-dividend date of this dividend was Wednesday, March 26th.

About Schwab U.S. Large-Cap Value ETF

(Free Report)

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.