Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV) Shares Acquired by Cape Investment Advisory Inc.

Cape Investment Advisory Inc. increased its holdings in shares of Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV) by 197.3% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 608,109 shares of the company’s stock after purchasing an additional 403,599 shares during the period. Schwab U.S. Large-Cap Value ETF makes up 6.2% of Cape Investment Advisory Inc.’s holdings, making the stock its 2nd biggest position. Cape Investment Advisory Inc. owned approximately 0.42% of Schwab U.S. Large-Cap Value ETF worth $15,853,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds also recently added to or reduced their stakes in SCHV. Tidemark LLC purchased a new stake in Schwab U.S. Large-Cap Value ETF in the 3rd quarter worth approximately $32,000. Cedar Wealth Management LLC increased its holdings in shares of Schwab U.S. Large-Cap Value ETF by 1.3% during the 3rd quarter. Cedar Wealth Management LLC now owns 35,128 shares of the company’s stock valued at $2,823,000 after purchasing an additional 436 shares in the last quarter. Joseph Group Capital Management lifted its stake in shares of Schwab U.S. Large-Cap Value ETF by 1.6% in the 3rd quarter. Joseph Group Capital Management now owns 29,726 shares of the company’s stock valued at $2,389,000 after purchasing an additional 476 shares during the period. ETF Store Inc. boosted its holdings in Schwab U.S. Large-Cap Value ETF by 3.7% during the third quarter. ETF Store Inc. now owns 13,577 shares of the company’s stock worth $1,091,000 after buying an additional 479 shares in the last quarter. Finally, Schaeffer Financial LLC grew its position in Schwab U.S. Large-Cap Value ETF by 1.5% during the third quarter. Schaeffer Financial LLC now owns 36,900 shares of the company’s stock valued at $2,966,000 after buying an additional 563 shares during the period.

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

SCHV opened at $27.54 on Friday. The company has a fifty day moving average of $26.83 and a two-hundred day moving average of $26.79. Schwab U.S. Large-Cap Value ETF has a fifty-two week low of $23.84 and a fifty-two week high of $28.19. The stock has a market capitalization of $12.35 billion, a price-to-earnings ratio of 19.93 and a beta of 0.96.

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.