Hillcrest Wealth Advisors NY LLC lifted its position in Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV – Free Report) by 200.0% during the 4th quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 9,996 shares of the company’s stock after buying an additional 6,664 shares during the period. Hillcrest Wealth Advisors NY LLC’s holdings in Schwab U.S. Large-Cap Value ETF were worth $261,000 as of its most recent SEC filing.
Other institutional investors have also recently made changes to their positions in the company. Copley Financial Group Inc. purchased a new stake in Schwab U.S. Large-Cap Value ETF during the third quarter valued at $57,000. Denver PWM LLC grew its stake in shares of Schwab U.S. Large-Cap Value ETF by 1.6% during the 3rd quarter. Denver PWM LLC now owns 230,667 shares of the company’s stock valued at $18,539,000 after purchasing an additional 3,607 shares during the period. Pine Valley Investments Ltd Liability Co increased its position in shares of Schwab U.S. Large-Cap Value ETF by 38.4% during the 3rd quarter. Pine Valley Investments Ltd Liability Co now owns 4,310 shares of the company’s stock valued at $346,000 after purchasing an additional 1,195 shares during the last quarter. Destination Wealth Management bought a new position in shares of Schwab U.S. Large-Cap Value ETF in the 3rd quarter worth approximately $278,000. Finally, Sculati Wealth Management LLC boosted its holdings in shares of Schwab U.S. Large-Cap Value ETF by 106.6% in the third quarter. Sculati Wealth Management LLC now owns 62,397 shares of the company’s stock worth $4,741,000 after buying an additional 32,192 shares during the last quarter.
Schwab U.S. Large-Cap Value ETF Price Performance
Shares of SCHV stock opened at $27.21 on Friday. The company has a market cap of $3.93 billion, a price-to-earnings ratio of 17.88 and a beta of 0.77. Schwab U.S. Large-Cap Value ETF has a 1 year low of $23.35 and a 1 year high of $28.19. The firm has a fifty day moving average price of $26.84 and a 200-day moving average price of $26.43.
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.
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