Schwab U.S. Large-Cap Value ETF $SCHV Stock Holdings Raised by Lighthouse Wealth Management Inc.

Lighthouse Wealth Management Inc. boosted its position in Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV) by 25.0% in the first quarter, Holdings Channel.com reports. The firm owned 250,135 shares of the company’s stock after buying an additional 49,982 shares during the quarter. Schwab U.S. Large-Cap Value ETF comprises approximately 5.2% of Lighthouse Wealth Management Inc.’s investment portfolio, making the stock its 9th largest position. Lighthouse Wealth Management Inc.’s holdings in Schwab U.S. Large-Cap Value ETF were worth $7,629,000 as of its most recent filing with the Securities and Exchange Commission.

Several other institutional investors and hedge funds have also added to or reduced their stakes in SCHV. Vanguard Capital Wealth Advisors boosted its holdings in shares of Schwab U.S. Large-Cap Value ETF by 0.8% during the 4th quarter. Vanguard Capital Wealth Advisors now owns 42,866 shares of the company’s stock valued at $1,269,000 after buying an additional 333 shares in the last quarter. Hengehold Capital Management LLC increased its stake in shares of Schwab U.S. Large-Cap Value ETF by 3.4% in the 4th quarter. Hengehold Capital Management LLC now owns 10,590 shares of the company’s stock worth $314,000 after acquiring an additional 353 shares in the last quarter. DHJJ Financial Advisors Ltd. lifted its position in Schwab U.S. Large-Cap Value ETF by 3.9% during the 4th quarter. DHJJ Financial Advisors Ltd. now owns 9,403 shares of the company’s stock valued at $278,000 after acquiring an additional 355 shares during the period. Haverford Trust Co lifted its position in Schwab U.S. Large-Cap Value ETF by 0.9% during the 4th quarter. Haverford Trust Co now owns 41,083 shares of the company’s stock valued at $1,216,000 after acquiring an additional 372 shares during the period. Finally, Riversedge Advisors LLC boosted its stake in Schwab U.S. Large-Cap Value ETF by 0.5% during the fourth quarter. Riversedge Advisors LLC now owns 79,239 shares of the company’s stock worth $2,346,000 after acquiring an additional 385 shares in the last quarter.

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

Shares of SCHV opened at $34.81 on Wednesday. The stock has a market cap of $16.29 billion, a PE ratio of 19.08 and a beta of 0.83. Schwab U.S. Large-Cap Value ETF has a fifty-two week low of $27.39 and a fifty-two week high of $35.05. The firm’s 50-day simple moving average is $33.38 and its two-hundred day simple moving average is $31.80.

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.