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:SCHVFree Report) 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

(Free Report)

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.

See Also

Institutional Ownership by Quarter for Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV)

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