Lighthouse Wealth Management Inc. boosted its stake in Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV – Free Report) by 25.0% during the 1st quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 250,135 shares of the company’s stock after acquiring an additional 49,982 shares during the period. Schwab U.S. Large-Cap Value ETF accounts for approximately 5.2% of Lighthouse Wealth Management Inc.’s holdings, making the stock its 9th biggest holding. Lighthouse Wealth Management Inc. owned 0.05% of Schwab U.S. Large-Cap Value ETF worth $7,629,000 as of its most recent SEC filing.
Other hedge funds have also added to or reduced their stakes in the company. JPL Wealth Management LLC bought a new position in Schwab U.S. Large-Cap Value ETF in the 3rd quarter worth $26,000. Laurel Wealth Advisors LLC bought a new stake in shares of Schwab U.S. Large-Cap Value ETF during the 4th quarter valued at about $27,000. IFC & Insurance Marketing Inc. bought a new stake in shares of Schwab U.S. Large-Cap Value ETF during the 4th quarter valued at about $38,000. Acumen Wealth Advisors LLC purchased a new position in shares of Schwab U.S. Large-Cap Value ETF during the fourth quarter valued at about $47,000. Finally, Arax Advisory Partners purchased a new position in shares of Schwab U.S. Large-Cap Value ETF during the fourth quarter valued at about $52,000.
Schwab U.S. Large-Cap Value ETF Price Performance
SCHV stock opened at $34.81 on Wednesday. Schwab U.S. Large-Cap Value ETF has a 1 year low of $27.39 and a 1 year high of $35.05. The firm has a 50-day moving average of $33.38 and a 200 day moving average of $31.80. The company has a market cap of $16.29 billion, a P/E ratio of 19.08 and a beta of 0.83.
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.
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