Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV) Shares Acquired by Summit Wealth & Retirement Planning Inc.

Summit Wealth & Retirement Planning Inc. lifted its stake in shares of Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV) by 3.3% in the second quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 522,226 shares of the company’s stock after buying an additional 16,684 shares during the quarter. Schwab U.S. Large-Cap Value ETF makes up approximately 13.2% of Summit Wealth & Retirement Planning Inc.’s portfolio, making the stock its 2nd biggest position. Summit Wealth & Retirement Planning Inc. owned 0.36% of Schwab U.S. Large-Cap Value ETF worth $38,687,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds have also made changes to their positions in the company. Ashton Thomas Private Wealth LLC acquired a new position in Schwab U.S. Large-Cap Value ETF in the second quarter valued at approximately $109,000. Custom Index Systems LLC boosted its holdings in Schwab U.S. Large-Cap Value ETF by 11.1% in the second quarter. Custom Index Systems LLC now owns 42,582 shares of the company’s stock valued at $3,154,000 after purchasing an additional 4,248 shares in the last quarter. Asset Dedication LLC boosted its holdings in Schwab U.S. Large-Cap Value ETF by 0.5% in the second quarter. Asset Dedication LLC now owns 32,309 shares of the company’s stock valued at $2,393,000 after purchasing an additional 157 shares in the last quarter. Strategic Financial Concepts LLC acquired a new position in Schwab U.S. Large-Cap Value ETF in the second quarter valued at approximately $6,688,000. Finally, Private Advisor Group LLC boosted its holdings in Schwab U.S. Large-Cap Value ETF by 15.4% in the second quarter. Private Advisor Group LLC now owns 28,242 shares of the company’s stock valued at $2,092,000 after purchasing an additional 3,775 shares in the last quarter.

Schwab U.S. Large-Cap Value ETF Trading Down 0.9 %

Shares of NYSEARCA SCHV opened at $77.27 on Monday. Schwab U.S. Large-Cap Value ETF has a twelve month low of $60.99 and a twelve month high of $79.59. The stock has a 50 day moving average of $76.33 and a two-hundred day moving average of $74.89. The stock has a market cap of $11.16 billion, a P/E ratio of 17.88 and a beta of 0.77.

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.