Valpey Financial Services LLC Increases Stake in Schwab U.S. Large-Cap Value ETF $SCHV

Valpey Financial Services LLC grew its position in Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV) by 2,913.4% during the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 6,251,249 shares of the company’s stock after acquiring an additional 6,043,804 shares during the quarter. Schwab U.S. Large-Cap Value ETF comprises about 1.0% of Valpey Financial Services LLC’s portfolio, making the stock its 27th largest position. Valpey Financial Services LLC owned 1.30% of Schwab U.S. Large-Cap Value ETF worth $185,099,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors have also made changes to their positions in the company. Vanguard Capital Wealth Advisors increased its stake 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 worth $1,269,000 after buying an additional 333 shares during the period. Hengehold Capital Management LLC increased its stake 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 worth $314,000 after buying an additional 353 shares during the period. DHJJ Financial Advisors Ltd. increased its stake 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 worth $278,000 after buying an additional 355 shares during the period. JFS Wealth Advisors LLC increased its stake 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 worth $301,000 after buying an additional 378 shares during the period. Finally, Riversedge Advisors LLC increased its stake 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 worth $2,346,000 after buying an additional 385 shares during the period.

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

SCHV stock opened at $33.55 on Friday. The company has a market capitalization of $15.70 billion, a PE ratio of 19.08 and a beta of 0.83. Schwab U.S. Large-Cap Value ETF has a 12 month low of $26.52 and a 12 month high of $33.75. The firm’s 50-day moving average is $31.85 and its 200 day moving average is $30.98.

About Schwab U.S. Large-Cap Value ETF

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.