Advocate Group LLC Increases Stake in Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV)

Advocate Group LLC increased its holdings in Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV) by 200.0% in the fourth quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 8,100 shares of the company’s stock after purchasing an additional 5,400 shares during the period. Advocate Group LLC’s holdings in Schwab U.S. Large-Cap Value ETF were worth $211,000 as of its most recent SEC filing.

A number of other institutional investors also recently made changes to their positions in SCHV. Gemmer Asset Management LLC raised its holdings in Schwab U.S. Large-Cap Value ETF by 206.9% during the 4th quarter. Gemmer Asset Management LLC now owns 4,188,511 shares of the company’s stock valued at $109,194,000 after buying an additional 2,823,773 shares during the last quarter. Financial Advisors LLC raised its holdings in Schwab U.S. Large-Cap Value ETF by 197.8% during the 4th quarter. Financial Advisors LLC now owns 2,724,819 shares of the company’s stock valued at $71,036,000 after buying an additional 1,809,770 shares during the last quarter. Brady Martz Wealth Solutions LLC bought a new stake in shares of Schwab U.S. Large-Cap Value ETF in the 4th quarter worth approximately $42,697,000. CX Institutional lifted its position in shares of Schwab U.S. Large-Cap Value ETF by 324.3% in the 4th quarter. CX Institutional now owns 1,843,143 shares of the company’s stock worth $48,051,000 after purchasing an additional 1,408,706 shares during the period. Finally, Krilogy Financial LLC boosted its stake in shares of Schwab U.S. Large-Cap Value ETF by 150.7% during the 4th quarter. Krilogy Financial LLC now owns 2,205,034 shares of the company’s stock valued at $57,485,000 after purchasing an additional 1,325,485 shares in the last quarter.

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

SCHV stock opened at $27.21 on Friday. The firm has a 50-day moving average of $26.84 and a 200 day moving average of $26.43. Schwab U.S. Large-Cap Value ETF has a 1 year low of $23.35 and a 1 year high of $28.19. The company has a market cap of $3.93 billion, a P/E ratio of 17.88 and a beta of 0.77.

Schwab U.S. Large-Cap Value ETF Company 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.