LifeSteps Financial Inc. Acquires 9,934 Shares of Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV)

LifeSteps Financial Inc. lifted its stake in Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHVFree 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

(Free Report)

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.

Read More

Want to see what other hedge funds are holding SCHV? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHVFree Report).

Institutional Ownership by Quarter for Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV)

Receive News & Ratings for Schwab U.S. Large-Cap Value ETF Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Schwab U.S. Large-Cap Value ETF and related companies with MarketBeat.com's FREE daily email newsletter.