Werba Rubin Papier Wealth Management Has $5.15 Million Stock Position in Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV)

Werba Rubin Papier Wealth Management boosted its position in shares of Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV) by 201.9% in the 4th quarter, according to its most recent filing with the Securities and Exchange Commission. The fund owned 197,655 shares of the company’s stock after purchasing an additional 132,185 shares during the quarter. Schwab U.S. Large-Cap Value ETF comprises 1.2% of Werba Rubin Papier Wealth Management’s holdings, making the stock its 13th biggest position. Werba Rubin Papier Wealth Management owned 0.14% of Schwab U.S. Large-Cap Value ETF worth $5,153,000 at the end of the most recent quarter.

Several other institutional investors also recently modified their holdings of the business. Copley Financial Group Inc. bought a new position in Schwab U.S. Large-Cap Value ETF during the third quarter worth about $57,000. Denver PWM LLC raised its position in shares of Schwab U.S. Large-Cap Value ETF by 1.6% during the third quarter. Denver PWM LLC now owns 230,667 shares of the company’s stock worth $18,539,000 after purchasing an additional 3,607 shares during the period. Pine Valley Investments Ltd Liability Co raised its position in Schwab U.S. Large-Cap Value ETF by 38.4% in the 3rd quarter. Pine Valley Investments Ltd Liability Co now owns 4,310 shares of the company’s stock valued at $346,000 after buying an additional 1,195 shares during the last quarter. Destination Wealth Management bought a new stake in Schwab U.S. Large-Cap Value ETF in the 3rd quarter valued at approximately $278,000. Finally, Sculati Wealth Management LLC grew its holdings in Schwab U.S. Large-Cap Value ETF by 106.6% in the 3rd quarter. Sculati Wealth Management LLC now owns 62,397 shares of the company’s stock valued at $4,741,000 after buying an additional 32,192 shares in the last quarter.

Schwab U.S. Large-Cap Value ETF Stock Up 0.8 %

Shares of SCHV stock opened at $27.51 on Wednesday. Schwab U.S. Large-Cap Value ETF has a twelve month low of $23.84 and a twelve month high of $28.19. The company has a market cap of $3.97 billion, a P/E ratio of 17.88 and a beta of 0.77. The business has a fifty day simple moving average of $26.68 and a 200 day simple moving average of $26.65.

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.