Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV) Stock Position Lifted by WESCAP Management Group Inc.

Posted by Stephan Jacobs on Apr 2nd, 2025

WESCAP Management Group Inc. grew its position in Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV – Free Report) by 230.9% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 19,012 shares of the company’s stock after acquiring an additional 13,266 shares during the quarter. WESCAP Management Group Inc.’s holdings in Schwab U.S. Large-Cap Value ETF were worth $496,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other institutional investors have also made changes to their positions in the company. Financial Engines Advisors L.L.C. boosted its holdings in Schwab U.S. Large-Cap Value ETF by 184.2% in the fourth quarter. Financial Engines Advisors L.L.C. now owns 55,360,772 shares of the company’s stock worth $1,443,255,000 after purchasing an additional 35,884,431 shares during the period. Sei Investments Co. lifted its position in shares of Schwab U.S. Large-Cap Value ETF by 220.7% in the 4th quarter. Sei Investments Co. now owns 38,914,600 shares of the company’s stock worth $1,014,504,000 after buying an additional 26,780,137 shares during the last quarter. Mather Group LLC. boosted its holdings in shares of Schwab U.S. Large-Cap Value ETF by 197.4% in the 4th quarter. Mather Group LLC. now owns 31,961,534 shares of the company’s stock valued at $833,237,000 after buying an additional 21,215,739 shares during the period. Avantax Planning Partners Inc. grew its position in shares of Schwab U.S. Large-Cap Value ETF by 200.2% during the 4th quarter. Avantax Planning Partners Inc. now owns 9,927,842 shares of the company’s stock valued at $258,819,000 after buying an additional 6,621,242 shares during the last quarter. Finally, Gemmer Asset Management LLC raised its stake in Schwab U.S. Large-Cap Value ETF by 206.9% during the fourth quarter. Gemmer Asset Management LLC now owns 4,188,511 shares of the company’s stock worth $109,194,000 after acquiring an additional 2,823,773 shares during the period.

Schwab U.S. Large-Cap Value ETF Stock Down 0.0 %

Shares of NYSEARCA SCHV opened at $26.57 on Wednesday. The firm’s 50-day moving average price is $26.97 and its two-hundred day moving average price is $26.89. 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 $11.86 billion, a P/E ratio of 19.30 and a beta of 0.89.

Schwab U.S. Large-Cap Value ETF Cuts Dividend

The business also recently declared a dividend, which was paid on Monday, March 31st. Stockholders of record on Wednesday, March 26th were given a dividend of $0.1412 per share. The ex-dividend date was Wednesday, March 26th.

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.