Cassady Schiller Wealth Management LLC Has $1.86 Million Stock Position in Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV)

Cassady Schiller Wealth Management LLC raised its position in Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV) by 193.6% in the 4th quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 71,187 shares of the company’s stock after acquiring an additional 46,938 shares during the period. Schwab U.S. Large-Cap Value ETF comprises approximately 0.7% of Cassady Schiller Wealth Management LLC’s holdings, making the stock its 27th largest holding. Cassady Schiller Wealth Management LLC’s holdings in Schwab U.S. Large-Cap Value ETF were worth $1,856,000 at the end of the most recent reporting period.

Other large investors have also recently added to or reduced their stakes in the company. Tidemark LLC acquired a new position in Schwab U.S. Large-Cap Value ETF in the 3rd quarter valued at approximately $32,000. Copley Financial Group Inc. acquired a new position in Schwab U.S. Large-Cap Value ETF in the 3rd quarter valued at approximately $57,000. Hollencrest Capital Management raised its holdings in Schwab U.S. Large-Cap Value ETF by 200.0% in the 4th quarter. Hollencrest Capital Management now owns 996 shares of the company’s stock valued at $26,000 after acquiring an additional 664 shares in the last quarter. First PREMIER Bank raised its holdings in Schwab U.S. Large-Cap Value ETF by 200.0% in the 4th quarter. First PREMIER Bank now owns 1,035 shares of the company’s stock valued at $27,000 after acquiring an additional 690 shares in the last quarter. Finally, Jackson Hole Capital Partners LLC raised its holdings in Schwab U.S. Large-Cap Value ETF by 200.0% in the 4th quarter. Jackson Hole Capital Partners LLC now owns 1,170 shares of the company’s stock valued at $31,000 after acquiring an additional 780 shares in the last quarter.

Schwab U.S. Large-Cap Value ETF Trading Up 1.7 %

Shares of SCHV opened at $26.34 on Monday. Schwab U.S. Large-Cap Value ETF has a 1 year low of $23.84 and a 1 year high of $28.19. The stock has a 50 day simple moving average of $26.91 and a 200-day simple moving average of $26.85. The stock 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 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.