Kelleher Financial Advisors Has $762,000 Stock Holdings in Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV)

Kelleher Financial Advisors increased its holdings in shares of Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV) by 200.0% in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 29,220 shares of the company’s stock after purchasing an additional 19,480 shares during the period. Kelleher Financial Advisors’ holdings in Schwab U.S. Large-Cap Value ETF were worth $762,000 at the end of the most recent quarter.

Several other large investors have also added to or reduced their stakes in SCHV. Tidemark LLC acquired a new stake in Schwab U.S. Large-Cap Value ETF during the third quarter worth approximately $32,000. Versant Capital Management Inc grew its stake in Schwab U.S. Large-Cap Value ETF by 182.1% in the fourth quarter. Versant Capital Management Inc now owns 1,278 shares of the company’s stock valued at $33,000 after acquiring an additional 825 shares during the period. Fortitude Family Office LLC grew its stake in Schwab U.S. Large-Cap Value ETF by 202.0% in the fourth quarter. Fortitude Family Office LLC now owns 1,646 shares of the company’s stock valued at $43,000 after acquiring an additional 1,101 shares during the period. Copley Financial Group Inc. acquired a new stake in Schwab U.S. Large-Cap Value ETF in the third quarter valued at approximately $57,000. Finally, Northwest Investment Counselors LLC acquired a new stake in Schwab U.S. Large-Cap Value ETF in the third quarter valued at approximately $67,000.

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

Shares of Schwab U.S. Large-Cap Value ETF stock opened at $27.07 on Thursday. Schwab U.S. Large-Cap Value ETF has a 52 week low of $23.25 and a 52 week high of $28.19. The stock has a 50 day moving average price of $26.85 and a two-hundred day moving average price of $26.40. The stock has a market capitalization of $3.91 billion, a PE ratio of 17.88 and a beta of 0.77.

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.