Capital Advisors Wealth Management LLC Acquires 97,005 Shares of Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV)

Capital Advisors Wealth Management LLC raised its holdings in Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV) by 217.6% during the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 141,581 shares of the company’s stock after acquiring an additional 97,005 shares during the quarter. Capital Advisors Wealth Management LLC’s holdings in Schwab U.S. Large-Cap Value ETF were worth $3,691,000 as of its most recent SEC filing.

A number of other institutional investors have also recently bought and sold shares of SCHV. Tidemark LLC acquired a new position in shares of Schwab U.S. Large-Cap Value ETF in the 3rd quarter valued at $32,000. Copley Financial Group Inc. bought a new stake in Schwab U.S. Large-Cap Value ETF in the third quarter valued at about $57,000. Northwest Investment Counselors LLC acquired a new position in Schwab U.S. Large-Cap Value ETF in the third quarter valued at about $67,000. Versant Capital Management Inc boosted its holdings in Schwab U.S. Large-Cap Value ETF by 182.1% during the fourth quarter. Versant Capital Management Inc now owns 1,278 shares of the company’s stock worth $33,000 after buying an additional 825 shares during the last quarter. Finally, Kennebec Savings Bank acquired a new position in shares of Schwab U.S. Large-Cap Value ETF during the 3rd quarter worth about $106,000.

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

Shares of NYSEARCA:SCHV opened at $26.70 on Friday. The firm’s 50 day simple moving average is $26.88 and its 200 day simple moving average is $26.33. Schwab U.S. Large-Cap Value ETF has a fifty-two week low of $22.84 and a fifty-two week high of $28.19. The company has a market capitalization of $3.86 billion, a price-to-earnings 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.