Advocate Group LLC Buys 5,400 Shares of Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV)

Advocate Group LLC boosted 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 Securities and Exchange Commission (SEC). The institutional investor owned 8,100 shares of the company’s stock after buying an additional 5,400 shares during the quarter. Advocate Group LLC’s holdings in Schwab U.S. Large-Cap Value ETF were worth $211,000 as of its most recent SEC filing.

Other large investors also recently added to or reduced their stakes in the company. GSB Wealth Management LLC grew its position in shares of Schwab U.S. Large-Cap Value ETF by 200.0% during the 4th quarter. GSB Wealth Management LLC now owns 24,425 shares of the company’s stock worth $637,000 after buying an additional 16,284 shares in the last quarter. Lantz Financial LLC grew its holdings in Schwab U.S. Large-Cap Value ETF by 200.0% during the 4th quarter. Lantz Financial LLC now owns 23,610 shares of the company’s stock worth $616,000 after acquiring an additional 15,740 shares in the last quarter. Geneos Wealth Management Inc. increased its position in Schwab U.S. Large-Cap Value ETF by 180.5% during the 4th quarter. Geneos Wealth Management Inc. now owns 128,147 shares of the company’s stock valued at $3,341,000 after purchasing an additional 82,455 shares during the period. Pflug Koory LLC raised its holdings in shares of Schwab U.S. Large-Cap Value ETF by 200.0% in the 4th quarter. Pflug Koory LLC now owns 2,418 shares of the company’s stock valued at $63,000 after purchasing an additional 1,612 shares in the last quarter. Finally, Cornerstone Wealth Advisors Inc. lifted its position in shares of Schwab U.S. Large-Cap Value ETF by 206.7% in the 4th quarter. Cornerstone Wealth Advisors Inc. now owns 580,354 shares of the company’s stock worth $15,130,000 after purchasing an additional 391,144 shares during the period.

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

NYSEARCA SCHV opened at $27.21 on Friday. The company has a market cap of $3.93 billion, a PE ratio of 17.88 and a beta of 0.77. Schwab U.S. Large-Cap Value ETF has a 52-week low of $23.35 and a 52-week high of $28.19. The firm’s 50 day moving average price is $26.84 and its 200-day moving average price is $26.43.

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.