BlueSky Wealth Advisors LLC Purchases New Position in Schwab U.S. Large-Cap Value ETF $SCHV

BlueSky Wealth Advisors LLC purchased a new position in Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV) in the first quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor purchased 206,324 shares of the company’s stock, valued at approximately $6,293,000. Schwab U.S. Large-Cap Value ETF makes up about 0.8% of BlueSky Wealth Advisors LLC’s holdings, making the stock its 29th largest position.

Several other institutional investors and hedge funds have also bought and sold shares of the stock. Valpey Financial Services LLC grew its holdings in Schwab U.S. Large-Cap Value ETF by 2,913.4% in the fourth quarter. Valpey Financial Services LLC now owns 6,251,249 shares of the company’s stock worth $185,099,000 after purchasing an additional 6,043,804 shares during the period. Wellington Management Group LLP purchased a new position in shares of Schwab U.S. Large-Cap Value ETF during the third quarter valued at approximately $68,742,000. Sei Investments Co. lifted its holdings in shares of Schwab U.S. Large-Cap Value ETF by 3.0% during the third quarter. Sei Investments Co. now owns 44,357,295 shares of the company’s stock valued at $1,291,242,000 after purchasing an additional 1,295,102 shares during the last quarter. Mather Group LLC. lifted its holdings in shares of Schwab U.S. Large-Cap Value ETF by 3.0% during the fourth quarter. Mather Group LLC. now owns 35,128,777 shares of the company’s stock valued at $1,040,163,000 after purchasing an additional 1,023,339 shares during the last quarter. Finally, World Investment Advisors boosted its position in shares of Schwab U.S. Large-Cap Value ETF by 628.0% in the 4th quarter. World Investment Advisors now owns 980,974 shares of the company’s stock worth $29,047,000 after purchasing an additional 846,224 shares in the last quarter.

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

Shares of SCHV opened at $34.56 on Friday. The stock has a market cap of $16.18 billion, a P/E ratio of 19.08 and a beta of 0.83. The business’s 50 day moving average price is $32.97 and its 200-day moving average price is $31.53. Schwab U.S. Large-Cap Value ETF has a 52 week low of $27.01 and a 52 week high of $35.05.

About Schwab U.S. Large-Cap Value ETF

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.