Mokosak Advisory Group LLC Has $57.67 Million Stock Position in Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV)

Mokosak Advisory Group LLC boosted its position in Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV) by 2.9% in the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 822,674 shares of the company’s stock after purchasing an additional 23,321 shares during the quarter. Schwab U.S. Large-Cap Value ETF comprises about 20.7% of Mokosak Advisory Group LLC’s portfolio, making the stock its biggest holding. Mokosak Advisory Group LLC’s holdings in Schwab U.S. Large-Cap Value ETF were worth $57,668,000 at the end of the most recent reporting period.

Other institutional investors have also added to or reduced their stakes in the company. Joule Financial LLC raised its holdings in Schwab U.S. Large-Cap Value ETF by 1.5% in the 4th quarter. Joule Financial LLC now owns 11,423 shares of the company’s stock valued at $801,000 after acquiring an additional 168 shares in the last quarter. Kolinsky Wealth Management LLC raised its holdings in Schwab U.S. Large-Cap Value ETF by 1.3% in the 1st quarter. Kolinsky Wealth Management LLC now owns 13,176 shares of the company’s stock valued at $864,000 after acquiring an additional 169 shares in the last quarter. Bfsg LLC raised its holdings in Schwab U.S. Large-Cap Value ETF by 1.4% in the 3rd quarter. Bfsg LLC now owns 12,424 shares of the company’s stock valued at $801,000 after acquiring an additional 173 shares in the last quarter. Western Wealth Management LLC raised its holdings in Schwab U.S. Large-Cap Value ETF by 3.0% in the 4th quarter. Western Wealth Management LLC now owns 5,968 shares of the company’s stock valued at $418,000 after acquiring an additional 175 shares in the last quarter. Finally, Cambridge Advisors Inc. raised its holdings in Schwab U.S. Large-Cap Value ETF by 5.1% in the 4th quarter. Cambridge Advisors Inc. now owns 3,832 shares of the company’s stock valued at $269,000 after acquiring an additional 185 shares in the last quarter.

Schwab U.S. Large-Cap Value ETF Trading Up 0.1 %

NYSEARCA SCHV traded up $0.08 during midday trading on Thursday, hitting $71.82. The company had a trading volume of 365,278 shares, compared to its average volume of 446,517. The company has a market capitalization of $10.38 billion, a PE ratio of 17.89 and a beta of 0.77. The firm has a 50-day moving average price of $73.46 and a 200-day moving average price of $69.26. Schwab U.S. Large-Cap Value ETF has a twelve month low of $60.99 and a twelve month high of $76.13.

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.