Clear Retirement Advice LLC Makes New Investment in Schwab U.S. Large-Cap Value ETF $SCHV

Clear Retirement Advice LLC acquired a new stake in Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV) in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor acquired 61,245 shares of the company’s stock, valued at approximately $1,935,000. Schwab U.S. Large-Cap Value ETF comprises approximately 1.5% of Clear Retirement Advice LLC’s holdings, making the stock its 17th largest position.

Several other large investors also recently modified their holdings of the business. JPL Wealth Management LLC acquired a new position in shares of Schwab U.S. Large-Cap Value ETF in the third quarter worth about $26,000. Laurel Wealth Advisors LLC acquired a new position in Schwab U.S. Large-Cap Value ETF in the fourth quarter worth $27,000. IFC & Insurance Marketing Inc. acquired a new position in shares of Schwab U.S. Large-Cap Value ETF in the 4th quarter valued at about $38,000. Acumen Wealth Advisors LLC acquired a new position in Schwab U.S. Large-Cap Value ETF in the fourth quarter valued at approximately $47,000. Finally, Arax Advisory Partners bought a new position in Schwab U.S. Large-Cap Value ETF during the 4th quarter worth $52,000.

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

SCHV opened at $34.56 on Friday. Schwab U.S. Large-Cap Value ETF has a 12 month low of $27.01 and a 12 month high of $35.05. The stock has a market cap of $16.18 billion, a P/E ratio of 19.08 and a beta of 0.83. The stock’s 50 day moving average price is $32.91 and its 200 day moving average price is $31.51.

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.