Donaldson Capital Management LLC Buys 15,438 Shares of Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV)

Donaldson Capital Management LLC grew its position in Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV) by 221.5% during the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 22,408 shares of the company’s stock after purchasing an additional 15,438 shares during the quarter. Donaldson Capital Management LLC’s holdings in Schwab U.S. Large-Cap Value ETF were worth $584,000 as of its most recent SEC filing.

A number of other institutional investors also recently modified their holdings of SCHV. Geometric Wealth Advisors raised its holdings in Schwab U.S. Large-Cap Value ETF by 206.8% in the 4th quarter. Geometric Wealth Advisors now owns 13,179 shares of the company’s stock worth $344,000 after acquiring an additional 8,883 shares during the period. Briaud Financial Planning Inc grew its position in shares of Schwab U.S. Large-Cap Value ETF by 200.0% in the fourth quarter. Briaud Financial Planning Inc now owns 1,557 shares of the company’s stock valued at $40,000 after purchasing an additional 1,038 shares during the last quarter. Sage Mountain Advisors LLC increased its stake in shares of Schwab U.S. Large-Cap Value ETF by 200.0% in the fourth quarter. Sage Mountain Advisors LLC now owns 18,723 shares of the company’s stock worth $488,000 after purchasing an additional 12,482 shares during the period. Tortoise Investment Management LLC lifted its position in shares of Schwab U.S. Large-Cap Value ETF by 199.2% during the 4th quarter. Tortoise Investment Management LLC now owns 66,904 shares of the company’s stock worth $1,744,000 after purchasing an additional 44,545 shares during the last quarter. Finally, Independent Advisor Alliance lifted its position in shares of Schwab U.S. Large-Cap Value ETF by 2,621.9% during the 4th quarter. Independent Advisor Alliance now owns 113,367 shares of the company’s stock worth $2,955,000 after purchasing an additional 109,202 shares during the last quarter.

Schwab U.S. Large-Cap Value ETF Stock Down 1.3 %

SCHV opened at $26.20 on Wednesday. The stock’s 50 day moving average price is $26.90 and its two-hundred day moving average price is $26.85. The firm has a market capitalization of $11.75 billion, a P/E ratio of 19.93 and a beta of 0.96. Schwab U.S. Large-Cap Value ETF has a 12-month low of $23.84 and a 12-month high of $28.19.

Schwab U.S. Large-Cap Value ETF Company 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.