Rockwood Wealth Management LLC Makes New $649,000 Investment in Schwab U.S. Large-Cap Value ETF $SCHV

Rockwood Wealth Management LLC acquired a new position in shares of Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV) in the first quarter, HoldingsChannel reports. The institutional investor acquired 21,275 shares of the company’s stock, valued at approximately $649,000.

A number of other large investors also recently made changes to their positions in SCHV. Cypress Financial Planning LLC acquired a new stake in shares of Schwab U.S. Large-Cap Value ETF during the fourth quarter worth $3,254,000. Baring Financial LLC bought a new position in Schwab U.S. Large-Cap Value ETF during the fourth quarter worth about $6,868,000. BCS Wealth Management increased its position in Schwab U.S. Large-Cap Value ETF by 84.6% during the fourth quarter. BCS Wealth Management now owns 131,958 shares of the company’s stock worth $3,907,000 after acquiring an additional 60,489 shares during the period. Farther Finance Advisors LLC raised its stake in Schwab U.S. Large-Cap Value ETF by 27.3% in the 4th quarter. Farther Finance Advisors LLC now owns 507,880 shares of the company’s stock worth $15,038,000 after purchasing an additional 108,980 shares in the last quarter. Finally, Secure Asset Management LLC raised its stake in Schwab U.S. Large-Cap Value ETF by 50.4% in the 4th quarter. Secure Asset Management LLC now owns 78,846 shares of the company’s stock worth $2,335,000 after purchasing an additional 26,414 shares in the last quarter.

Schwab U.S. Large-Cap Value ETF Stock Down 0.6%

NYSEARCA SCHV opened at $34.33 on Wednesday. The firm has a 50-day moving average price of $33.62 and a two-hundred day moving average price of $31.97. Schwab U.S. Large-Cap Value ETF has a 12-month low of $27.39 and a 12-month high of $35.05. The company has a market capitalization of $15.72 billion, a P/E ratio of 19.08 and a beta of 0.82.

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.