Essex LLC Raises Position in Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV)

Essex LLC boosted its position in Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV) by 200.0% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 8,271 shares of the company’s stock after purchasing an additional 5,514 shares during the period. Essex LLC’s holdings in Schwab U.S. Large-Cap Value ETF were worth $216,000 as of its most recent filing with the Securities & Exchange Commission.

Other institutional investors also recently added to or reduced their stakes in the company. Family Capital Trust Co lifted its holdings in Schwab U.S. Large-Cap Value ETF by 200.0% in the fourth quarter. Family Capital Trust Co now owns 1,299 shares of the company’s stock valued at $34,000 after acquiring an additional 866 shares during the period. Summit Wealth & Retirement Planning Inc. boosted its holdings in Schwab U.S. Large-Cap Value ETF by 198.8% during the fourth quarter. Summit Wealth & Retirement Planning Inc. now owns 1,613,829 shares of the company’s stock worth $42,073,000 after buying an additional 1,073,715 shares in the last quarter. Santori & Peters Inc. grew its position in Schwab U.S. Large-Cap Value ETF by 195.6% during the fourth quarter. Santori & Peters Inc. now owns 37,582 shares of the company’s stock worth $980,000 after buying an additional 24,868 shares during the period. Apollon Wealth Management LLC increased its holdings in Schwab U.S. Large-Cap Value ETF by 293.5% in the fourth quarter. Apollon Wealth Management LLC now owns 61,685 shares of the company’s stock valued at $1,608,000 after buying an additional 46,009 shares in the last quarter. Finally, Westbourne Investment Advisors Inc. lifted its position in shares of Schwab U.S. Large-Cap Value ETF by 245.2% during the 4th quarter. Westbourne Investment Advisors Inc. now owns 134,270 shares of the company’s stock valued at $3,500,000 after acquiring an additional 95,372 shares during the period.

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

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

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.