Alpha Cubed Investments LLC Raises Position in Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV)

Alpha Cubed Investments LLC increased its holdings in Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV) by 202.8% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 20,083 shares of the company’s stock after purchasing an additional 13,451 shares during the period. Alpha Cubed Investments LLC’s holdings in Schwab U.S. Large-Cap Value ETF were worth $524,000 as of its most recent SEC filing.

Several other institutional investors have also recently added to or reduced their stakes in the business. 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 purchasing an additional 2,823,773 shares during the period. Financial Advisors LLC increased its holdings in shares of 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. Brady Martz Wealth Solutions LLC purchased a new position in shares of Schwab U.S. Large-Cap Value ETF in the 4th quarter worth $42,697,000. Krilogy Financial LLC boosted its holdings in Schwab U.S. Large-Cap Value ETF by 150.7% in the fourth quarter. Krilogy Financial LLC now owns 2,205,034 shares of the company’s stock valued at $57,485,000 after acquiring an additional 1,325,485 shares during the last quarter. Finally, Cooper Financial Group grew its position in Schwab U.S. Large-Cap Value ETF by 219.9% during the fourth quarter. Cooper Financial Group now owns 1,430,875 shares of the company’s stock valued at $37,303,000 after acquiring an additional 983,551 shares during the period.

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

Shares of NYSEARCA:SCHV opened at $27.21 on Wednesday. The firm has a market capitalization of $3.93 billion, a PE ratio of 17.88 and a beta of 0.77. Schwab U.S. Large-Cap Value ETF has a 12 month low of $23.25 and a 12 month high of $28.19. The business has a 50-day moving average of $26.85 and a two-hundred day moving average of $26.38.

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.