Center for Financial Planning Inc. Grows Stock Position in Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV)

Center for Financial Planning Inc. raised its stake 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 fund owned 19,533 shares of the company’s stock after buying an additional 13,022 shares during the period. Center for Financial Planning Inc.’s holdings in Schwab U.S. Large-Cap Value ETF were worth $509,000 at the end of the most recent quarter.

A number of other institutional investors have also modified their holdings of SCHV. Good Life Advisors LLC purchased a new position in shares of Schwab U.S. Large-Cap Value ETF during the 3rd quarter valued at about $211,000. Kozak & Associates Inc. increased its stake in shares of Schwab U.S. Large-Cap Value ETF by 201.5% in the 3rd quarter. Kozak & Associates Inc. now owns 2,813 shares of the company’s stock valued at $226,000 after purchasing an additional 1,880 shares in the last quarter. M3 Advisory Group LLC increased its stake in shares of Schwab U.S. Large-Cap Value ETF by 7.4% in the 3rd quarter. M3 Advisory Group LLC now owns 25,918 shares of the company’s stock valued at $2,083,000 after purchasing an additional 1,791 shares in the last quarter. Accurate Wealth Management LLC increased its stake in shares of Schwab U.S. Large-Cap Value ETF by 193.1% in the 3rd quarter. Accurate Wealth Management LLC now owns 12,927 shares of the company’s stock valued at $1,039,000 after purchasing an additional 8,517 shares in the last quarter. Finally, Blue Trust Inc. increased its stake in shares of Schwab U.S. Large-Cap Value ETF by 669.9% in the 3rd quarter. Blue Trust Inc. now owns 8,838 shares of the company’s stock valued at $655,000 after purchasing an additional 7,690 shares in the last quarter.

Schwab U.S. Large-Cap Value ETF Stock Down 0.2 %

Shares of Schwab U.S. Large-Cap Value ETF stock opened at $27.30 on Friday. Schwab U.S. Large-Cap Value ETF has a twelve month low of $23.76 and a twelve month high of $28.19. The business has a 50-day moving average price of $26.69 and a 200 day moving average price of $26.61. The firm has a market cap of $3.94 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.