Schwab U.S. Large-Cap Value ETF $SCHV is Mather Group LLC.’s 2nd Largest Position

Mather Group LLC. lifted its holdings in Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV) by 3.0% in the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 35,128,777 shares of the company’s stock after purchasing an additional 1,023,339 shares during the quarter. Schwab U.S. Large-Cap Value ETF comprises about 10.7% of Mather Group LLC.’s portfolio, making the stock its 2nd biggest position. Mather Group LLC. owned approximately 7.31% of Schwab U.S. Large-Cap Value ETF worth $1,040,163,000 at the end of the most recent quarter.

Other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. JPL Wealth Management LLC purchased a new stake in Schwab U.S. Large-Cap Value ETF in the third quarter valued at about $26,000. Total Investment Management Inc. purchased a new stake in shares of Schwab U.S. Large-Cap Value ETF during the second quarter worth about $41,000. REAP Financial Group LLC acquired a new position in shares of Schwab U.S. Large-Cap Value ETF during the third quarter valued at about $48,000. United Financial Planning Group LLC acquired a new position in shares of Schwab U.S. Large-Cap Value ETF during the third quarter valued at about $61,000. Finally, Caldwell Trust Co purchased a new position in shares of Schwab U.S. Large-Cap Value ETF in the 2nd quarter valued at approximately $62,000.

Schwab U.S. Large-Cap Value ETF Stock Down 1.0%

SCHV stock opened at $30.32 on Friday. The firm has a 50 day moving average of $31.37 and a 200 day moving average of $30.03. The stock has a market capitalization of $14.57 billion, a PE ratio of 19.08 and a beta of 0.90. Schwab U.S. Large-Cap Value ETF has a 52 week low of $23.08 and a 52 week high of $32.45.

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. Large-Cap Value Total Stock Market Index includes the components ranked 1-750 by full market capitalization and that are classified as value. The Index is a float-adjusted market capitalization weighted index.