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

Keudell Morrison Wealth Management increased its position in shares of Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV) by 200.0% during the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 7,800 shares of the company’s stock after buying an additional 5,200 shares during the period. Keudell Morrison Wealth Management’s holdings in Schwab U.S. Large-Cap Value ETF were worth $203,000 at the end of the most recent quarter.

Other institutional investors have also recently made changes to their positions in the company. Tidemark LLC purchased a new position in shares of Schwab U.S. Large-Cap Value ETF during the third quarter valued at $32,000. Copley Financial Group Inc. purchased a new position in Schwab U.S. Large-Cap Value ETF in the third quarter valued at about $57,000. Northwest Investment Counselors LLC purchased a new position in Schwab U.S. Large-Cap Value ETF in the third quarter valued at about $67,000. First PREMIER Bank grew its stake in Schwab U.S. Large-Cap Value ETF by 200.0% in the fourth quarter. First PREMIER Bank now owns 1,035 shares of the company’s stock valued at $27,000 after purchasing an additional 690 shares during the last quarter. Finally, Olistico Wealth LLC grew its stake in Schwab U.S. Large-Cap Value ETF by 200.0% in the fourth quarter. Olistico Wealth LLC now owns 1,236 shares of the company’s stock valued at $32,000 after purchasing an additional 824 shares during the last quarter.

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

SCHV opened at $27.11 on Friday. The business’s 50-day moving average is $26.83 and its two-hundred day moving average is $26.49. Schwab U.S. Large-Cap Value ETF has a 1 year low of $23.35 and a 1 year high of $28.19. The firm 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 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.