Amicus Financial Advisors LLC Acquires New Position in Schwab U.S. Large-Cap Value ETF $SCHV

Amicus Financial Advisors LLC acquired a new stake in Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV) during the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund acquired 83,891 shares of the company’s stock, valued at approximately $2,484,000. Schwab U.S. Large-Cap Value ETF makes up approximately 0.7% of Amicus Financial Advisors LLC’s investment portfolio, making the stock its 21st biggest holding.

A number of other institutional investors have also recently modified their holdings of SCHV. Cypress Financial Planning LLC purchased a new stake in shares of Schwab U.S. Large-Cap Value ETF during the 4th quarter worth approximately $3,254,000. Baring Financial LLC purchased a new stake in Schwab U.S. Large-Cap Value ETF during the fourth quarter worth $6,868,000. Compound Planning Inc. grew its holdings in Schwab U.S. Large-Cap Value ETF by 11.1% in the third quarter. Compound Planning Inc. now owns 2,090,688 shares of the company’s stock valued at $60,860,000 after purchasing an additional 209,251 shares during the last quarter. Secure Asset Management LLC grew its holdings in Schwab U.S. Large-Cap Value ETF by 50.4% in the fourth quarter. Secure Asset Management LLC now owns 78,846 shares of the company’s stock valued at $2,335,000 after purchasing an additional 26,414 shares during the last quarter. Finally, BCS Wealth Management increased its position in shares of Schwab U.S. Large-Cap Value ETF by 84.6% in the fourth quarter. BCS Wealth Management now owns 131,958 shares of the company’s stock valued at $3,907,000 after buying an additional 60,489 shares in the last quarter.

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

NYSEARCA:SCHV opened at $34.56 on Friday. The company has a market capitalization of $16.18 billion, a PE ratio of 19.08 and a beta of 0.83. Schwab U.S. Large-Cap Value ETF has a 52-week low of $27.01 and a 52-week high of $35.05. The stock has a fifty day simple moving average of $32.97 and a 200-day simple moving average of $31.53.

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. 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.