Schwab U.S. Large-Cap Value ETF $SCHV is Keeler & Nadler Financial Planning & Wealth Management’s 5th Largest Position

Keeler & Nadler Financial Planning & Wealth Management raised its position in Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV) by 5.1% during the third quarter, Holdings Channel.com reports. The fund owned 649,609 shares of the company’s stock after purchasing an additional 31,529 shares during the quarter. Schwab U.S. Large-Cap Value ETF accounts for approximately 6.9% of Keeler & Nadler Financial Planning & Wealth Management’s investment portfolio, making the stock its 5th largest position. Keeler & Nadler Financial Planning & Wealth Management’s holdings in Schwab U.S. Large-Cap Value ETF were worth $18,910,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds have also added to or reduced their stakes in SCHV. Brighton Jones LLC grew its stake in shares of Schwab U.S. Large-Cap Value ETF by 282.6% in the fourth quarter. Brighton Jones LLC now owns 28,473 shares of the company’s stock worth $742,000 after acquiring an additional 21,031 shares during the last quarter. Revolve Wealth Partners LLC boosted its position in Schwab U.S. Large-Cap Value ETF by 200.2% in the fourth quarter. Revolve Wealth Partners LLC now owns 20,879 shares of the company’s stock worth $544,000 after purchasing an additional 13,925 shares during the last quarter. AQR Capital Management LLC grew its position in Schwab U.S. Large-Cap Value ETF by 179.6% during the first quarter. AQR Capital Management LLC now owns 35,409 shares of the company’s stock valued at $941,000 after buying an additional 22,744 shares during the period. Park Avenue Securities LLC raised its holdings in Schwab U.S. Large-Cap Value ETF by 12.5% in the 2nd quarter. Park Avenue Securities LLC now owns 25,226 shares of the company’s stock worth $698,000 after purchasing an additional 2,804 shares during the period. Finally, Abound Wealth Management lifted its position in shares of Schwab U.S. Large-Cap Value ETF by 993.1% during the 2nd quarter. Abound Wealth Management now owns 951 shares of the company’s stock valued at $26,000 after buying an additional 864 shares in the last quarter.

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

SCHV opened at $30.72 on Tuesday. The company has a market capitalization of $14.74 billion, a PE ratio of 19.08 and a beta of 0.90. Schwab U.S. Large-Cap Value ETF has a 52 week low of $23.08 and a 52 week high of $31.02. The firm has a 50-day simple moving average of $29.69 and a two-hundred day simple moving average of $29.00.

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.