Wealthspire Advisors LLC Increases Holdings in Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV)

Wealthspire Advisors LLC increased its stake in shares of Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV) by 286.9% during the fourth quarter, according to its most recent filing with the SEC. The institutional investor owned 47,097 shares of the company’s stock after purchasing an additional 34,923 shares during the period. Wealthspire Advisors LLC’s holdings in Schwab U.S. Large-Cap Value ETF were worth $1,228,000 as of its most recent SEC filing.

Several other large investors have also added to or reduced their stakes in SCHV. First PREMIER Bank boosted its holdings in Schwab U.S. Large-Cap Value ETF by 200.0% in the 4th quarter. First PREMIER Bank now owns 1,035 shares of the company’s stock valued at $27,000 after purchasing an additional 690 shares during the period. Tidemark LLC purchased a new position in Schwab U.S. Large-Cap Value ETF during the third quarter worth about $32,000. Olistico Wealth LLC increased its stake in Schwab U.S. Large-Cap Value ETF by 200.0% in the 4th quarter. Olistico Wealth LLC now owns 1,236 shares of the company’s stock worth $32,000 after acquiring an additional 824 shares during the last quarter. Versant Capital Management Inc boosted its position in shares of Schwab U.S. Large-Cap Value ETF by 182.1% during the 4th quarter. Versant Capital Management Inc now owns 1,278 shares of the company’s stock valued at $33,000 after acquiring an additional 825 shares during the last quarter. Finally, Family Capital Trust Co grew its holdings in shares of Schwab U.S. Large-Cap Value ETF by 200.0% during the fourth quarter. Family Capital Trust Co now owns 1,299 shares of the company’s stock worth $34,000 after purchasing an additional 866 shares in the last quarter.

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

Shares of SCHV opened at $27.29 on Tuesday. Schwab U.S. Large-Cap Value ETF has a 1-year low of $23.84 and a 1-year high of $28.19. The company has a market capitalization of $12.23 billion, a P/E ratio of 19.93 and a beta of 0.96. The firm’s 50 day simple moving average is $26.72 and its 200 day simple moving average is $26.72.

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.