GoalVest Advisory LLC Buys New Holdings in Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV)

GoalVest Advisory LLC purchased a new position in shares of Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV) in the 1st quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional investor purchased 2,291 shares of the company’s stock, valued at approximately $174,000.

A number of other large investors also recently modified their holdings of the company. Mather Group LLC. grew its stake in Schwab U.S. Large-Cap Value ETF by 6.9% during the 4th quarter. Mather Group LLC. now owns 10,542,762 shares of the company’s stock valued at $739,048,000 after purchasing an additional 680,703 shares in the last quarter. Sei Investments Co. lifted its holdings in Schwab U.S. Large-Cap Value ETF by 17.6% during the 4th quarter. Sei Investments Co. now owns 10,378,700 shares of the company’s stock worth $727,545,000 after buying an additional 1,554,598 shares during the last quarter. Envestnet Asset Management Inc. raised its holdings in shares of Schwab U.S. Large-Cap Value ETF by 0.8% during the fourth quarter. Envestnet Asset Management Inc. now owns 3,853,373 shares of the company’s stock worth $270,121,000 after purchasing an additional 31,577 shares during the period. Gemmer Asset Management LLC grew its holdings in shares of Schwab U.S. Large-Cap Value ETF by 1.2% during the fourth quarter. Gemmer Asset Management LLC now owns 1,266,715 shares of the company’s stock valued at $88,797,000 after purchasing an additional 15,600 shares during the last quarter. Finally, Financial Advisors LLC increased its holdings in shares of Schwab U.S. Large-Cap Value ETF by 0.6% in the 4th quarter. Financial Advisors LLC now owns 887,328 shares of the company’s stock worth $62,202,000 after acquiring an additional 4,959 shares during the period.

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

Shares of Schwab U.S. Large-Cap Value ETF stock opened at $74.07 on Friday. Schwab U.S. Large-Cap Value ETF has a 1-year low of $60.99 and a 1-year high of $76.13. The company has a market capitalization of $10.70 billion, a P/E ratio of 17.88 and a beta of 0.77. The business’s fifty day moving average price is $74.26 and its two-hundred day moving average price is $72.65.

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.