Schwab U.S. Large-Cap Value ETF $SCHV Stock Bought by XML Financial LLC

XML Financial LLC lifted its holdings in Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV) by 2.0% during the third quarter, according to the company in its most recent filing with the SEC. The fund owned 1,278,661 shares of the company’s stock after buying an additional 24,761 shares during the quarter. Schwab U.S. Large-Cap Value ETF makes up 3.1% of XML Financial LLC’s portfolio, making the stock its 2nd biggest position. XML Financial LLC owned approximately 0.28% of Schwab U.S. Large-Cap Value ETF worth $42,592,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors have also modified their holdings of the business. Avantax Planning Partners Inc. grew its position in shares of Schwab U.S. Large-Cap Value ETF by 0.3% during the 1st quarter. Avantax Planning Partners Inc. now owns 10,217,486 shares of the company’s stock valued at $311,633,000 after buying an additional 29,579 shares during the last quarter. Mather Group LLC. bought a new position in Schwab U.S. Large-Cap Value ETF in the third quarter worth about $257,154,000. Vantagepoint Investment Advisers LLC bought a new position in Schwab U.S. Large-Cap Value ETF in the third quarter worth about $243,975,000. Rainey & Randall Wealth Advisors Inc. lifted its holdings in Schwab U.S. Large-Cap Value ETF by 0.5% in the third quarter. Rainey & Randall Wealth Advisors Inc. now owns 3,033,676 shares of the company’s stock worth $101,052,000 after acquiring an additional 15,475 shares during the last quarter. Finally, Cooper Financial Group boosted its stake in Schwab U.S. Large-Cap Value ETF by 6.6% in the second quarter. Cooper Financial Group now owns 2,276,475 shares of the company’s stock valued at $79,244,000 after acquiring an additional 140,501 shares during the period.

Schwab U.S. Large-Cap Value ETF Stock Up 0.2%

Shares of SCHV stock opened at $34.70 on Tuesday. The company has a market cap of $15.71 billion, a P/E ratio of 19.08 and a beta of 0.83. The business has a 50 day moving average of $34.21 and a two-hundred day moving average of $33.11. Schwab U.S. Large-Cap Value ETF has a 52 week low of $28.29 and a 52 week high of $35.49.

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. 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.