Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV) is Martel Wealth Advisors Inc’s 9th Largest Position

Martel Wealth Advisors Inc raised its stake in Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV) by 200.1% during the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 524,112 shares of the company’s stock after purchasing an additional 349,472 shares during the period. Schwab U.S. Large-Cap Value ETF accounts for about 2.7% of Martel Wealth Advisors Inc’s holdings, making the stock its 9th biggest position. Martel Wealth Advisors Inc owned 0.36% of Schwab U.S. Large-Cap Value ETF worth $13,664,000 as of its most recent filing with the Securities & Exchange Commission.

Other hedge funds also recently added to or reduced their stakes in the company. Gemmer Asset Management LLC increased its position in shares of 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 purchasing an additional 2,823,773 shares in the last quarter. Financial Advisors LLC grew its stake 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 worth $71,036,000 after buying an additional 1,809,770 shares during the last quarter. Wealth Enhancement Advisory Services LLC increased its position in Schwab U.S. Large-Cap Value ETF by 2.6% during the fourth quarter. Wealth Enhancement Advisory Services LLC now owns 2,615,791 shares of the company’s stock worth $68,194,000 after buying an additional 66,180 shares during the period. Krilogy Financial LLC increased its position in Schwab U.S. Large-Cap Value ETF by 150.7% during the fourth quarter. Krilogy Financial LLC now owns 2,205,034 shares of the company’s stock worth $57,485,000 after buying an additional 1,325,485 shares during the period. Finally, Brady Martz Wealth Solutions LLC purchased a new stake in Schwab U.S. Large-Cap Value ETF in the fourth quarter valued at approximately $42,697,000.

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

SCHV stock opened at $26.88 on Tuesday. The company has a market cap of $3.88 billion, a price-to-earnings ratio of 17.88 and a beta of 0.77. The company has a fifty day moving average price of $26.85 and a 200 day moving average price of $26.38. Schwab U.S. Large-Cap Value ETF has a 12 month low of $22.84 and a 12 month high of $28.19.

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.