Custom Index Systems LLC Has $2.58 Million Stock Holdings in Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV)

Custom Index Systems LLC grew its stake in shares of Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV) by 209.8% in the fourth quarter, according to the company in its most recent filing with the SEC. The firm owned 98,945 shares of the company’s stock after acquiring an additional 67,009 shares during the quarter. Schwab U.S. Large-Cap Value ETF comprises about 1.4% of Custom Index Systems LLC’s portfolio, making the stock its 10th biggest holding. Custom Index Systems LLC’s holdings in Schwab U.S. Large-Cap Value ETF were worth $2,579,000 as of its most recent filing with the SEC.

A number of other large investors have also recently bought and sold shares of the company. Gemmer Asset Management LLC raised its stake in Schwab U.S. Large-Cap Value ETF by 206.9% during the fourth quarter. Gemmer Asset Management LLC now owns 4,188,511 shares of the company’s stock worth $109,194,000 after acquiring an additional 2,823,773 shares in the last quarter. Financial Advisors LLC grew its holdings in shares of Schwab U.S. Large-Cap Value ETF by 197.8% during the 4th quarter. Financial Advisors LLC now owns 2,724,819 shares of the company’s stock valued at $71,036,000 after purchasing an additional 1,809,770 shares during the last quarter. Brady Martz Wealth Solutions LLC acquired a new position in Schwab U.S. Large-Cap Value ETF during the 4th quarter worth approximately $42,697,000. CX Institutional lifted its stake in Schwab U.S. Large-Cap Value ETF by 324.3% in the 4th quarter. CX Institutional now owns 1,843,143 shares of the company’s stock valued at $48,051,000 after purchasing an additional 1,408,706 shares during the last quarter. Finally, Krilogy Financial LLC boosted its position in Schwab U.S. Large-Cap Value ETF by 150.7% in the fourth quarter. Krilogy Financial LLC now owns 2,205,034 shares of the company’s stock valued at $57,485,000 after buying an additional 1,325,485 shares in the last quarter.

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

NYSEARCA SCHV opened at $27.11 on Friday. Schwab U.S. Large-Cap Value ETF has a fifty-two week low of $23.35 and a fifty-two week high of $28.19. The stock has a market cap of $3.91 billion, a PE ratio of 17.88 and a beta of 0.77. The firm’s fifty day moving average price is $26.83 and its two-hundred day moving average price is $26.49.

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.