Summit Wealth & Retirement Planning Inc. Has $50.56 Million Position in Schwab U.S. Large-Cap Value ETF $SCHV

Summit Wealth & Retirement Planning Inc. raised its holdings in Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV) by 2.5% in the fourth quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm owned 1,707,367 shares of the company’s stock after purchasing an additional 41,098 shares during the period. Schwab U.S. Large-Cap Value ETF makes up about 11.9% of Summit Wealth & Retirement Planning Inc.’s portfolio, making the stock its 2nd largest holding. Summit Wealth & Retirement Planning Inc. owned approximately 0.36% of Schwab U.S. Large-Cap Value ETF worth $50,555,000 as of its most recent SEC filing.

A number of other institutional investors have also recently bought and sold shares of the business. Vanguard Capital Wealth Advisors boosted its holdings in Schwab U.S. Large-Cap Value ETF by 0.8% in the 4th quarter. Vanguard Capital Wealth Advisors now owns 42,866 shares of the company’s stock valued at $1,269,000 after purchasing an additional 333 shares during the period. Hengehold Capital Management LLC boosted its holdings in Schwab U.S. Large-Cap Value ETF by 3.4% in the 4th quarter. Hengehold Capital Management LLC now owns 10,590 shares of the company’s stock valued at $314,000 after purchasing an additional 353 shares during the period. DHJJ Financial Advisors Ltd. boosted its holdings in Schwab U.S. Large-Cap Value ETF by 3.9% in the 4th quarter. DHJJ Financial Advisors Ltd. now owns 9,403 shares of the company’s stock valued at $278,000 after purchasing an additional 355 shares during the period. JFS Wealth Advisors LLC boosted its holdings in Schwab U.S. Large-Cap Value ETF by 3.8% in the 3rd quarter. JFS Wealth Advisors LLC now owns 10,347 shares of the company’s stock valued at $301,000 after purchasing an additional 378 shares during the period. Finally, Riversedge Advisors LLC boosted its holdings in Schwab U.S. Large-Cap Value ETF by 0.5% in the 4th quarter. Riversedge Advisors LLC now owns 79,239 shares of the company’s stock valued at $2,346,000 after purchasing an additional 385 shares during the period.

Schwab U.S. Large-Cap Value ETF Stock Down 0.3%

NYSEARCA SCHV opened at $32.36 on Friday. The company has a market capitalization of $15.15 billion, a P/E ratio of 19.08 and a beta of 0.83. Schwab U.S. Large-Cap Value ETF has a 12-month low of $25.82 and a 12-month high of $32.60. The firm has a 50-day moving average price of $31.35 and a two-hundred day moving average price of $30.47.

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. 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.