VSM Wealth Advisory LLC Increases Stake in Schwab U.S. Large-Cap Value ETF $SCHV

VSM Wealth Advisory LLC grew its stake in shares of Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV) by 771.5% during the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 198,888 shares of the company’s stock after buying an additional 176,066 shares during the period. Schwab U.S. Large-Cap Value ETF accounts for about 1.8% of VSM Wealth Advisory LLC’s investment portfolio, making the stock its 18th largest position. VSM Wealth Advisory LLC’s holdings in Schwab U.S. Large-Cap Value ETF were worth $5,790,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other hedge funds have also recently modified their holdings of the company. Natixis Advisors LLC boosted its position in shares of Schwab U.S. Large-Cap Value ETF by 40.4% during the third quarter. Natixis Advisors LLC now owns 14,051 shares of the company’s stock worth $409,000 after acquiring an additional 4,042 shares during the last quarter. Ameriflex Group Inc. increased its holdings in Schwab U.S. Large-Cap Value ETF by 138.7% in the 3rd quarter. Ameriflex Group Inc. now owns 5,774 shares of the company’s stock valued at $168,000 after acquiring an additional 3,355 shares during the last quarter. Modern Wealth Management LLC purchased a new stake in Schwab U.S. Large-Cap Value ETF in the 3rd quarter worth $653,000. Chapman Financial Group LLC purchased a new stake in Schwab U.S. Large-Cap Value ETF in the 3rd quarter worth $354,000. Finally, Per Stirling Capital Management LLC. boosted its holdings in shares of Schwab U.S. Large-Cap Value ETF by 3.5% during the 3rd quarter. Per Stirling Capital Management LLC. now owns 254,044 shares of the company’s stock valued at $7,395,000 after purchasing an additional 8,681 shares during the last quarter.

Schwab U.S. Large-Cap Value ETF Stock Down 1.2%

Shares of Schwab U.S. Large-Cap Value ETF stock opened at $31.09 on Friday. The firm has a market cap of $14.94 billion, a price-to-earnings ratio of 19.08 and a beta of 0.90. The business has a 50-day moving average price of $31.24 and a 200-day moving average price of $29.84. Schwab U.S. Large-Cap Value ETF has a twelve month low of $23.08 and a twelve month high of $32.45.

Schwab U.S. Large-Cap Value ETF 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.