LifeSteps Financial Inc. lifted its stake in Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV – Free Report) by 200.8% during the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 14,882 shares of the company’s stock after purchasing an additional 9,934 shares during the quarter. LifeSteps Financial Inc.’s holdings in Schwab U.S. Large-Cap Value ETF were worth $388,000 as of its most recent filing with the Securities & Exchange Commission.
Other hedge funds and other institutional investors also recently made changes to their positions in the company. Broadview Financial Management LLC raised its stake in Schwab U.S. Large-Cap Value ETF by 197.8% during the fourth quarter. Broadview Financial Management LLC now owns 94,387 shares of the company’s stock valued at $2,461,000 after buying an additional 62,691 shares during the last quarter. Compass Planning Associates Inc purchased a new position in shares of Schwab U.S. Large-Cap Value ETF in the 4th quarter worth about $2,453,000. Cassaday & Co Wealth Management LLC boosted its stake in Schwab U.S. Large-Cap Value ETF by 281.4% in the 4th quarter. Cassaday & Co Wealth Management LLC now owns 47,593 shares of the company’s stock worth $1,241,000 after purchasing an additional 35,116 shares in the last quarter. Compass Capital Corp MA ADV purchased a new stake in Schwab U.S. Large-Cap Value ETF during the 4th quarter valued at about $1,789,000. Finally, JMG Financial Group Ltd. increased its stake in Schwab U.S. Large-Cap Value ETF by 183.1% during the 4th quarter. JMG Financial Group Ltd. now owns 51,401 shares of the company’s stock valued at $1,340,000 after purchasing an additional 33,243 shares in the last quarter.
Schwab U.S. Large-Cap Value ETF Stock Performance
Shares of Schwab U.S. Large-Cap Value ETF stock opened at $27.24 on Friday. The company has a 50-day simple moving average of $26.71 and a two-hundred day simple moving average of $26.68. Schwab U.S. Large-Cap Value ETF has a 52-week low of $23.84 and a 52-week high of $28.19. The stock has a market capitalization of $3.93 billion, a PE ratio of 17.88 and a beta of 0.77.
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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