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

Summit Wealth & Retirement Planning Inc. boosted its holdings in Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV) by 198.8% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 1,613,829 shares of the company’s stock after purchasing an additional 1,073,715 shares during the quarter. Schwab U.S. Large-Cap Value ETF comprises 13.0% of Summit Wealth & Retirement Planning Inc.’s investment portfolio, making the stock its 3rd largest holding. Summit Wealth & Retirement Planning Inc. owned 1.12% of Schwab U.S. Large-Cap Value ETF worth $42,073,000 as of its most recent SEC filing.

A number of other large investors have also recently bought and sold shares of SCHV. First PREMIER Bank boosted its holdings in shares of Schwab U.S. Large-Cap Value ETF by 200.0% in the fourth quarter. First PREMIER Bank now owns 1,035 shares of the company’s stock valued at $27,000 after acquiring an additional 690 shares in the last quarter. Tidemark LLC purchased a new stake in Schwab U.S. Large-Cap Value ETF in the 3rd quarter valued at approximately $32,000. Olistico Wealth LLC increased its position in Schwab U.S. Large-Cap Value ETF by 200.0% during the 4th quarter. Olistico Wealth LLC now owns 1,236 shares of the company’s stock worth $32,000 after purchasing an additional 824 shares during the period. Versant Capital Management Inc raised its stake in shares of Schwab U.S. Large-Cap Value ETF by 182.1% during the 4th quarter. Versant Capital Management Inc now owns 1,278 shares of the company’s stock worth $33,000 after buying an additional 825 shares in the last quarter. Finally, Fortitude Family Office LLC raised its stake in shares of Schwab U.S. Large-Cap Value ETF by 202.0% during the 4th quarter. Fortitude Family Office LLC now owns 1,646 shares of the company’s stock worth $43,000 after buying an additional 1,101 shares in the last quarter.

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

Schwab U.S. Large-Cap Value ETF stock opened at $27.11 on Friday. The stock’s 50 day moving average price is $26.73 and its 200 day moving average price is $26.56. The company has a market cap of $3.91 billion, a PE ratio of 17.88 and a beta of 0.77. Schwab U.S. Large-Cap Value ETF has a 1-year low of $23.35 and a 1-year high of $28.19.

About Schwab U.S. Large-Cap Value ETF

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.