Legacy Financial Group LLC Makes New Investment in Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV)

Legacy Financial Group LLC purchased a new position in shares of Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV) during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm purchased 13,695 shares of the company’s stock, valued at approximately $357,000.

Several other large investors have also made changes to their positions in the company. Gemmer Asset Management LLC raised its stake in shares of Schwab U.S. Large-Cap Value ETF by 206.9% during the fourth quarter. Gemmer Asset Management LLC now owns 4,188,511 shares of the company’s stock valued at $109,194,000 after acquiring an additional 2,823,773 shares during the last quarter. Financial Advisors LLC increased its stake in Schwab U.S. Large-Cap Value ETF by 197.8% in the fourth quarter. Financial Advisors LLC now owns 2,724,819 shares of the company’s stock valued at $71,036,000 after purchasing an additional 1,809,770 shares in the last quarter. Wealth Enhancement Advisory Services LLC grew its holdings in shares of Schwab U.S. Large-Cap Value ETF by 2.6% during the fourth quarter. Wealth Enhancement Advisory Services LLC now owns 2,615,791 shares of the company’s stock valued at $68,194,000 after buying an additional 66,180 shares during the last quarter. Krilogy Financial LLC boosted its holdings in Schwab U.S. Large-Cap Value ETF by 150.7% during the fourth quarter. Krilogy Financial LLC now owns 2,205,034 shares of the company’s stock worth $57,485,000 after purchasing an additional 1,325,485 shares during the last quarter. Finally, CX Institutional boosted its holdings in Schwab U.S. Large-Cap Value ETF by 324.3% during the fourth quarter. CX Institutional now owns 1,843,143 shares of the company’s stock worth $48,051,000 after purchasing an additional 1,408,706 shares during the last quarter.

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

Shares of SCHV stock opened at $27.21 on Monday. The firm’s 50-day simple moving average is $26.84 and its two-hundred day simple moving average is $26.45. Schwab U.S. Large-Cap Value ETF has a 52 week low of $23.35 and a 52 week high of $28.19. The firm has a market cap of $3.93 billion, a price-to-earnings 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.