RFG Advisory LLC Boosts Stake in Schwab U.S. Large-Cap Value ETF $SCHV

RFG Advisory LLC increased its position in shares of Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV) by 87.6% during the 1st quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 100,373 shares of the company’s stock after acquiring an additional 46,864 shares during the quarter. RFG Advisory LLC’s holdings in Schwab U.S. Large-Cap Value ETF were worth $3,061,000 as of its most recent filing with the Securities and Exchange Commission.

Other institutional investors have also recently added to or reduced their stakes in the company. Vanguard Capital Wealth Advisors increased its stake in Schwab U.S. Large-Cap Value ETF by 0.8% during the fourth quarter. Vanguard Capital Wealth Advisors now owns 42,866 shares of the company’s stock worth $1,269,000 after purchasing an additional 333 shares during the period. Hengehold Capital Management LLC lifted its position in shares of Schwab U.S. Large-Cap Value ETF by 3.4% during 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 last quarter. DHJJ Financial Advisors Ltd. lifted its position in Schwab U.S. Large-Cap Value ETF by 3.9% in the fourth quarter. DHJJ Financial Advisors Ltd. now owns 9,403 shares of the company’s stock valued at $278,000 after acquiring an additional 355 shares during the last quarter. Haverford Trust Co boosted its position in shares of Schwab U.S. Large-Cap Value ETF by 0.9% in the 4th quarter. Haverford Trust Co now owns 41,083 shares of the company’s stock valued at $1,216,000 after purchasing an additional 372 shares during the period. Finally, JFS Wealth Advisors LLC grew its position in Schwab U.S. Large-Cap Value ETF by 3.8% during the 3rd quarter. JFS Wealth Advisors LLC now owns 10,347 shares of the company’s stock worth $301,000 after purchasing an additional 378 shares during the last quarter.

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

NYSEARCA:SCHV opened at $34.84 on Friday. The firm has a market cap of $16.31 billion, a price-to-earnings ratio of 19.08 and a beta of 0.83. Schwab U.S. Large-Cap Value ETF has a 1-year low of $27.30 and a 1-year high of $35.05. The firm’s fifty day moving average price is $33.21 and its 200 day moving average price is $31.69.

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.