Valpey Financial Services LLC Makes New Investment in Schwab U.S. Large-Cap Value ETF $SCHV

Valpey Financial Services LLC acquired a new position in shares of Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV) in the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund acquired 206,929 shares of the company’s stock, valued at approximately $5,726,000. Schwab U.S. Large-Cap Value ETF comprises 4.0% of Valpey Financial Services LLC’s investment portfolio, making the stock its 5th biggest holding.

Other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. LPL Financial LLC raised its holdings in Schwab U.S. Large-Cap Value ETF by 0.8% during the 1st quarter. LPL Financial LLC now owns 3,523,715 shares of the company’s stock worth $93,660,000 after purchasing an additional 28,552 shares during the last quarter. Ritholtz Wealth Management bought a new stake in Schwab U.S. Large-Cap Value ETF during the 1st quarter worth about $214,000. PNC Financial Services Group Inc. raised its holdings in Schwab U.S. Large-Cap Value ETF by 68.6% during the 1st quarter. PNC Financial Services Group Inc. now owns 20,035 shares of the company’s stock worth $533,000 after purchasing an additional 8,149 shares during the last quarter. GAMMA Investing LLC raised its holdings in Schwab U.S. Large-Cap Value ETF by 2,553.3% during the 1st quarter. GAMMA Investing LLC now owns 231,770 shares of the company’s stock worth $6,160,000 after purchasing an additional 223,035 shares during the last quarter. Finally, Accurate Wealth Management LLC raised its holdings in Schwab U.S. Large-Cap Value ETF by 18.5% during the 2nd quarter. Accurate Wealth Management LLC now owns 14,978 shares of the company’s stock worth $422,000 after purchasing an additional 2,342 shares during the last quarter.

Schwab U.S. Large-Cap Value ETF Trading Up 0.4%

Shares of NYSEARCA:SCHV opened at $29.26 on Monday. The stock has a market capitalization of $13.76 billion, a P/E ratio of 19.08 and a beta of 0.94. Schwab U.S. Large-Cap Value ETF has a 1-year low of $23.08 and a 1-year high of $29.40. The business has a 50-day moving average price of $28.59 and a two-hundred day moving average price of $27.31.

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.