Bogart Wealth LLC Has $12.47 Million Stake in Schwab U.S. Large-Cap Value ETF $SCHV

Bogart Wealth LLC decreased its position in Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV) by 4.2% in the 1st quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 408,780 shares of the company’s stock after selling 17,932 shares during the quarter. Bogart Wealth LLC owned about 0.09% of Schwab U.S. Large-Cap Value ETF worth $12,468,000 as of its most recent filing with the SEC.

Other institutional investors have also recently added to or reduced their stakes in the company. JPL Wealth Management LLC acquired a new stake in shares of Schwab U.S. Large-Cap Value ETF in the third quarter worth about $26,000. Laurel Wealth Advisors LLC bought a new stake in shares of Schwab U.S. Large-Cap Value ETF during the 4th quarter worth about $27,000. Ascentis Independent Advisors acquired a new position in shares of Schwab U.S. Large-Cap Value ETF during the 1st quarter valued at about $32,000. IFC & Insurance Marketing Inc. acquired a new position in shares of Schwab U.S. Large-Cap Value ETF during the 4th quarter valued at about $38,000. Finally, Acumen Wealth Advisors LLC bought a new position in shares of Schwab U.S. Large-Cap Value ETF in the 4th quarter valued at approximately $47,000.

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

Shares of SCHV stock opened at $34.43 on Monday. The stock’s 50 day simple moving average is $33.53 and its 200 day simple moving average is $31.90. Schwab U.S. Large-Cap Value ETF has a twelve month low of $27.39 and a twelve month high of $35.05. The company has a market capitalization of $15.76 billion, a price-to-earnings ratio of 19.08 and a beta of 0.82.

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.