Capital Squared Financial LLC Acquires 16,716 Shares of Schwab U.S. Large-Cap Value ETF $SCHV

Capital Squared Financial LLC raised its stake in Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV) by 5.5% during the 1st quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 322,600 shares of the company’s stock after buying an additional 16,716 shares during the period. Schwab U.S. Large-Cap Value ETF makes up about 7.5% of Capital Squared Financial LLC’s investment portfolio, making the stock its largest holding. Capital Squared Financial LLC owned approximately 0.07% of Schwab U.S. Large-Cap Value ETF worth $9,839,000 as of its most recent filing with the SEC.

Several other large investors have also modified their holdings of the stock. JPL Wealth Management LLC acquired a new stake in shares of Schwab U.S. Large-Cap Value ETF during the third quarter worth $26,000. Laurel Wealth Advisors LLC purchased a new position in Schwab U.S. Large-Cap Value ETF in the 4th quarter worth about $27,000. Ascentis Independent Advisors purchased a new position in Schwab U.S. Large-Cap Value ETF in the 1st quarter worth about $32,000. IFC & Insurance Marketing Inc. acquired a new stake in Schwab U.S. Large-Cap Value ETF during the 4th quarter worth about $38,000. Finally, Acumen Wealth Advisors LLC purchased a new stake in Schwab U.S. Large-Cap Value ETF during the fourth quarter valued at about $47,000.

Schwab U.S. Large-Cap Value ETF Trading Up 0.2%

SCHV stock traded up $0.07 during mid-day trading on Friday, reaching $34.39. 1,920,876 shares of the stock traded hands, compared to its average volume of 4,171,099. Schwab U.S. Large-Cap Value ETF has a 52-week low of $27.39 and a 52-week high of $35.05. The stock’s fifty day moving average is $33.76 and its 200-day moving average is $32.05. The company has a market cap of $15.77 billion, a P/E 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.