Keeler & Nadler Financial Planning & Wealth Management Purchases 31,529 Shares of Schwab U.S. Large-Cap Value ETF $SCHV

Keeler & Nadler Financial Planning & Wealth Management boosted its stake in shares of Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV) by 5.1% during the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 649,609 shares of the company’s stock after purchasing an additional 31,529 shares during the period. Schwab U.S. Large-Cap Value ETF makes up approximately 6.9% of Keeler & Nadler Financial Planning & Wealth Management’s portfolio, making the stock its 5th biggest holding. Keeler & Nadler Financial Planning & Wealth Management owned approximately 0.14% of Schwab U.S. Large-Cap Value ETF worth $18,910,000 at the end of the most recent reporting period.

A number of other institutional investors have also recently added to or reduced their stakes in SCHV. Brighton Jones LLC grew its stake in shares of Schwab U.S. Large-Cap Value ETF by 282.6% during the fourth quarter. Brighton Jones LLC now owns 28,473 shares of the company’s stock valued at $742,000 after acquiring an additional 21,031 shares in the last quarter. Revolve Wealth Partners LLC increased its position in Schwab U.S. Large-Cap Value ETF by 200.2% in the fourth quarter. Revolve Wealth Partners LLC now owns 20,879 shares of the company’s stock worth $544,000 after buying an additional 13,925 shares during the period. AQR Capital Management LLC boosted its stake in Schwab U.S. Large-Cap Value ETF by 179.6% during the 1st quarter. AQR Capital Management LLC now owns 35,409 shares of the company’s stock valued at $941,000 after purchasing an additional 22,744 shares during the period. Park Avenue Securities LLC increased its position in Schwab U.S. Large-Cap Value ETF by 12.5% in the 2nd quarter. Park Avenue Securities LLC now owns 25,226 shares of the company’s stock valued at $698,000 after acquiring an additional 2,804 shares during the period. Finally, Abound Wealth Management raised its stake in shares of Schwab U.S. Large-Cap Value ETF by 993.1% during the second quarter. Abound Wealth Management now owns 951 shares of the company’s stock valued at $26,000 after purchasing an additional 864 shares in the last quarter.

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

Shares of SCHV opened at $30.72 on Tuesday. The firm’s 50 day moving average is $29.69 and its 200-day moving average is $29.00. The stock has a market capitalization of $14.74 billion, a P/E ratio of 19.08 and a beta of 0.90. Schwab U.S. Large-Cap Value ETF has a 12-month low of $23.08 and a 12-month high of $31.02.

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. Large-Cap Value Total Stock Market Index includes the components ranked 1-750 by full market capitalization and that are classified as value. The Index is a float-adjusted market capitalization weighted index.