Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV) Shares Acquired by Carret Asset Management LLC

Carret Asset Management LLC grew its stake in Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV) by 275.4% during the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 21,868 shares of the company’s stock after purchasing an additional 16,042 shares during the period. Carret Asset Management LLC’s holdings in Schwab U.S. Large-Cap Value ETF were worth $570,000 at the end of the most recent reporting period.

A number of other institutional investors have also modified their holdings of the stock. Mather Group LLC. boosted its stake in shares of Schwab U.S. Large-Cap Value ETF by 197.4% in the fourth 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 in the last quarter. Avantax Planning Partners Inc. boosted its stake in shares of Schwab U.S. Large-Cap Value ETF by 200.2% in the fourth 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 in the last quarter. Gemmer Asset Management LLC boosted its stake in shares of Schwab U.S. Large-Cap Value ETF by 206.9% in the fourth 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 in the last quarter. Savant Capital LLC boosted its stake in shares of Schwab U.S. Large-Cap Value ETF by 187.3% in the fourth quarter. Savant Capital LLC now owns 3,456,606 shares of the company’s stock valued at $90,114,000 after buying an additional 2,253,597 shares in the last quarter. Finally, Rainey & Randall Wealth Advisors Inc. boosted its stake in shares of Schwab U.S. Large-Cap Value ETF by 212.4% in the fourth quarter. Rainey & Randall Wealth Advisors Inc. now owns 2,877,420 shares of the company’s stock valued at $75,014,000 after buying an additional 1,956,262 shares in the last quarter.

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

Schwab U.S. Large-Cap Value ETF stock opened at $26.34 on Friday. The stock’s 50 day moving average price is $26.91 and its 200 day moving average price is $26.84. The company has a market cap of $11.87 billion, a PE ratio of 19.30 and a beta of 0.95. Schwab U.S. Large-Cap Value ETF has a 1-year low of $23.84 and a 1-year high of $28.19.

Schwab U.S. Large-Cap Value ETF 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.