Sax Wealth Advisors LLC Acquires 21,934 Shares of Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV)

Sax Wealth Advisors LLC lifted its holdings in shares of Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV) by 200.0% in the fourth quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 32,901 shares of the company’s stock after buying an additional 21,934 shares during the period. Sax Wealth Advisors LLC’s holdings in Schwab U.S. Large-Cap Value ETF were worth $858,000 as of its most recent filing with the SEC.

Several other institutional investors and hedge funds have also modified their holdings of SCHV. Tidemark LLC acquired a new position in Schwab U.S. Large-Cap Value ETF during the third quarter worth about $32,000. Versant Capital Management Inc grew its holdings in shares of Schwab U.S. Large-Cap Value ETF by 182.1% during the 4th quarter. Versant Capital Management Inc now owns 1,278 shares of the company’s stock valued at $33,000 after purchasing an additional 825 shares during the last quarter. Fortitude Family Office LLC grew its holdings in shares of Schwab U.S. Large-Cap Value ETF by 202.0% during the 4th quarter. Fortitude Family Office LLC now owns 1,646 shares of the company’s stock valued at $43,000 after purchasing an additional 1,101 shares during the last quarter. Copley Financial Group Inc. acquired a new position in Schwab U.S. Large-Cap Value ETF during the 3rd quarter worth approximately $57,000. Finally, Northwest Investment Counselors LLC bought a new position in Schwab U.S. Large-Cap Value ETF in the 3rd quarter valued at approximately $67,000.

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

Shares of Schwab U.S. Large-Cap Value ETF stock opened at $26.88 on Friday. The company’s 50 day moving average price is $26.86 and its two-hundred day moving average price is $26.34. The firm has a market capitalization of $3.88 billion, a P/E ratio of 17.88 and a beta of 0.77. Schwab U.S. Large-Cap Value ETF has a fifty-two week low of $22.84 and a fifty-two week high of $28.19.

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.