Schwab U.S. Large-Cap Value ETF $SCHV Shares Bought by Summit Wealth & Retirement Planning Inc.

Summit Wealth & Retirement Planning Inc. raised its holdings in Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV) by 1.2% during the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 1,666,269 shares of the company’s stock after purchasing an additional 19,343 shares during the period. Schwab U.S. Large-Cap Value ETF comprises 11.9% of Summit Wealth & Retirement Planning Inc.’s holdings, making the stock its 3rd largest position. Summit Wealth & Retirement Planning Inc. owned about 0.35% of Schwab U.S. Large-Cap Value ETF worth $48,505,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds have also made changes to their positions in SCHV. Collective Family Office LLC grew its stake in Schwab U.S. Large-Cap Value ETF by 4.5% in the 3rd quarter. Collective Family Office LLC now owns 8,163 shares of the company’s stock valued at $238,000 after acquiring an additional 350 shares during the period. Brighton Jones LLC lifted its holdings in Schwab U.S. Large-Cap Value ETF by 1.5% during the third quarter. Brighton Jones LLC now owns 24,563 shares of the company’s stock valued at $715,000 after purchasing an additional 369 shares in the last quarter. Cambridge Advisors Inc. lifted its holdings in Schwab U.S. Large-Cap Value ETF by 3.2% during the third quarter. Cambridge Advisors Inc. now owns 12,203 shares of the company’s stock valued at $355,000 after purchasing an additional 378 shares in the last quarter. Fortitude Advisory Group L.L.C. grew its position in shares of Schwab U.S. Large-Cap Value ETF by 1.6% in the second quarter. Fortitude Advisory Group L.L.C. now owns 24,764 shares of the company’s stock valued at $685,000 after purchasing an additional 383 shares during the period. Finally, Modera Wealth Management LLC increased its stake in shares of Schwab U.S. Large-Cap Value ETF by 0.3% during the second quarter. Modera Wealth Management LLC now owns 120,742 shares of the company’s stock worth $3,341,000 after purchasing an additional 404 shares in the last quarter.

Schwab U.S. Large-Cap Value ETF Stock Down 0.1%

SCHV opened at $31.11 on Friday. The company has a market cap of $14.94 billion, a PE ratio of 19.08 and a beta of 0.90. Schwab U.S. Large-Cap Value ETF has a twelve month low of $23.08 and a twelve month high of $31.33. The company has a 50-day moving average price of $30.06 and a 200 day moving average price of $29.16.

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.