Dakota Wealth Management Increases Stake in Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV)

Dakota Wealth Management grew its stake in Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV) by 21.0% in the 2nd quarter, HoldingsChannel.com reports. The institutional investor owned 54,164 shares of the company’s stock after buying an additional 9,414 shares during the quarter. Dakota Wealth Management’s holdings in Schwab U.S. Large-Cap Value ETF were worth $4,031,000 as of its most recent SEC filing.

A number of other institutional investors also recently added to or reduced their stakes in SCHV. Nadler Financial Group Inc. increased its position in Schwab U.S. Large-Cap Value ETF by 47.5% during the fourth quarter. Nadler Financial Group Inc. now owns 53,910 shares of the company’s stock worth $3,779,000 after buying an additional 17,350 shares during the period. Watershed Private Wealth LLC raised its position in Schwab U.S. Large-Cap Value ETF by 106.0% in the 4th quarter. Watershed Private Wealth LLC now owns 21,872 shares of the company’s stock valued at $1,533,000 after purchasing an additional 11,255 shares during the last quarter. RWA Wealth Partners LLC boosted its stake in Schwab U.S. Large-Cap Value ETF by 184.6% during the 4th quarter. RWA Wealth Partners LLC now owns 97,919 shares of the company’s stock worth $6,864,000 after purchasing an additional 63,511 shares during the period. Capital Investment Advisory Services LLC grew its position in Schwab U.S. Large-Cap Value ETF by 735.3% during the 4th quarter. Capital Investment Advisory Services LLC now owns 1,679 shares of the company’s stock worth $118,000 after purchasing an additional 1,478 shares during the last quarter. Finally, Financial Advisors Network Inc. increased its stake in Schwab U.S. Large-Cap Value ETF by 7.5% in the fourth quarter. Financial Advisors Network Inc. now owns 251,682 shares of the company’s stock valued at $17,643,000 after purchasing an additional 17,626 shares during the period.

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

Shares of NYSEARCA:SCHV traded down $0.26 on Tuesday, reaching $77.29. The company’s stock had a trading volume of 74,942 shares, compared to its average volume of 381,800. Schwab U.S. Large-Cap Value ETF has a 52-week low of $60.99 and a 52-week high of $77.79. The stock has a market capitalization of $11.16 billion, a P/E ratio of 17.88 and a beta of 0.77. The stock’s 50-day moving average is $75.24 and its two-hundred day moving average is $74.19.

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.