Sterling Wealth Advisors Inc Takes $330,000 Position in Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV)

Sterling Wealth Advisors Inc purchased a new stake in shares of Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV) during the 4th quarter, HoldingsChannel reports. The institutional investor purchased 12,660 shares of the company’s stock, valued at approximately $330,000. Schwab U.S. Large-Cap Value ETF makes up 0.3% of Sterling Wealth Advisors Inc’s investment portfolio, making the stock its 16th biggest holding.

A number of other large investors have also recently added to or reduced their stakes in SCHV. Mather Group LLC. increased its stake in Schwab U.S. Large-Cap Value ETF by 197.4% during the fourth quarter. Mather Group LLC. now owns 31,961,534 shares of the company’s stock worth $833,237,000 after acquiring an additional 21,215,739 shares during the last quarter. Gemmer Asset Management LLC increased its position in shares of Schwab U.S. Large-Cap Value ETF by 206.9% during the 4th quarter. Gemmer Asset Management LLC now owns 4,188,511 shares of the company’s stock worth $109,194,000 after purchasing an additional 2,823,773 shares during the last quarter. Mokosak Advisory Group LLC raised its holdings in Schwab U.S. Large-Cap Value ETF by 201.5% in the 4th quarter. Mokosak Advisory Group LLC now owns 2,796,842 shares of the company’s stock valued at $72,914,000 after buying an additional 1,869,197 shares during the period. Financial Advisors LLC raised its holdings in Schwab U.S. Large-Cap Value ETF by 197.8% in the 4th quarter. Financial Advisors LLC now owns 2,724,819 shares of the company’s stock valued at $71,036,000 after buying an additional 1,809,770 shares during the period. Finally, Brady Martz Wealth Solutions LLC purchased a new position in Schwab U.S. Large-Cap Value ETF during the fourth quarter worth about $42,697,000.

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

Shares of SCHV stock opened at $27.11 on Friday. The firm has a market cap of $3.91 billion, a P/E ratio of 17.88 and a beta of 0.77. The firm’s 50 day moving average price is $26.75 and its 200-day moving average price is $26.55. Schwab U.S. Large-Cap Value ETF has a one year low of $23.35 and a one year 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.