Schwab U.S. Large-Cap Value ETF $SCHV Stock Position Boosted by Avantax Planning Partners Inc.

Avantax Planning Partners Inc. lifted its position in Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV) by 0.3% during the first quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 10,217,486 shares of the company’s stock after acquiring an additional 29,579 shares during the period. Schwab U.S. Large-Cap Value ETF accounts for 8.6% of Avantax Planning Partners Inc.’s holdings, making the stock its 2nd largest position. Avantax Planning Partners Inc. owned about 2.18% of Schwab U.S. Large-Cap Value ETF worth $311,633,000 at the end of the most recent quarter.

Several other large investors have also recently made changes to their positions in the company. JPL Wealth Management LLC acquired a new stake in Schwab U.S. Large-Cap Value ETF in the 3rd quarter valued at about $26,000. Laurel Wealth Advisors LLC purchased a new position in shares of Schwab U.S. Large-Cap Value ETF during the 4th quarter worth $27,000. Ascentis Independent Advisors purchased a new stake in shares of Schwab U.S. Large-Cap Value ETF in the 1st quarter valued at approximately $32,000. IFC & Insurance Marketing Inc. purchased a new position in shares of Schwab U.S. Large-Cap Value ETF during the 4th quarter worth approximately $38,000. Finally, Strategic Wealth Advisors LLC increased its holdings in Schwab U.S. Large-Cap Value ETF by 95.6% in the 1st quarter. Strategic Wealth Advisors LLC now owns 1,526 shares of the company’s stock valued at $46,000 after purchasing an additional 746 shares during the last quarter.

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

Shares of SCHV opened at $34.22 on Tuesday. The company’s 50-day simple moving average is $33.80 and its 200-day simple moving average is $32.10. Schwab U.S. Large-Cap Value ETF has a 1 year low of $27.39 and a 1 year high of $35.05. The stock has a market capitalization of $15.69 billion, a PE ratio of 19.08 and a beta of 0.82.

Schwab U.S. Large-Cap Value ETF 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.