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

Persium Advisors LLC lessened its holdings in Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV) by 2.0% in the 1st quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 828,626 shares of the company’s stock after selling 16,558 shares during the quarter. Schwab U.S. Large-Cap Value ETF accounts for approximately 19.9% of Persium Advisors LLC’s holdings, making the stock its 2nd largest holding. Persium Advisors LLC owned 0.18% of Schwab U.S. Large-Cap Value ETF worth $25,273,000 as of its most recent SEC filing.

A number of other large investors have also modified their holdings of the business. JPL Wealth Management LLC purchased a new position in shares of Schwab U.S. Large-Cap Value ETF in the 3rd quarter valued at approximately $26,000. Laurel Wealth Advisors LLC acquired a new position in Schwab U.S. Large-Cap Value ETF during the 4th quarter valued at approximately $27,000. Ascentis Independent Advisors purchased a new position in shares of Schwab U.S. Large-Cap Value ETF in the first quarter worth $32,000. IFC & Insurance Marketing Inc. acquired a new stake in shares of Schwab U.S. Large-Cap Value ETF during the fourth quarter worth $38,000. Finally, Strategic Wealth Advisors LLC lifted its stake in shares of Schwab U.S. Large-Cap Value ETF by 95.6% during the first quarter. Strategic Wealth Advisors LLC now owns 1,526 shares of the company’s stock worth $46,000 after buying an additional 746 shares during the period.

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

Shares of SCHV opened at $34.39 on Monday. The company’s fifty day moving average price is $33.76 and its 200-day moving average price is $32.07. Schwab U.S. Large-Cap Value ETF has a 1-year low of $27.39 and a 1-year high of $35.05. The firm has a market capitalization of $15.77 billion, a PE ratio of 19.08 and a beta of 0.82.

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.