Schwab U.S. Large-Cap Value ETF $SCHV is YANKCOM Partnership’s 3rd Largest Position

YANKCOM Partnership grew its holdings in Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV) by 4.6% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 470,368 shares of the company’s stock after acquiring an additional 20,582 shares during the period. Schwab U.S. Large-Cap Value ETF accounts for 5.9% of YANKCOM Partnership’s portfolio, making the stock its 3rd largest holding. YANKCOM Partnership owned 0.10% of Schwab U.S. Large-Cap Value ETF worth $13,928,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds have also modified their holdings of the business. SteelPeak Wealth LLC bought a new stake in shares of Schwab U.S. Large-Cap Value ETF during the 4th quarter valued at $8,162,000. Aspiriant LLC increased its stake in shares of Schwab U.S. Large-Cap Value ETF by 10.5% in the 4th quarter. Aspiriant LLC now owns 55,809 shares of the company’s stock worth $1,652,000 after purchasing an additional 5,308 shares in the last quarter. Perigon Wealth Management LLC raised its holdings in Schwab U.S. Large-Cap Value ETF by 1.9% in the 4th quarter. Perigon Wealth Management LLC now owns 613,657 shares of the company’s stock worth $18,170,000 after purchasing an additional 11,685 shares during the period. Vanguard Capital Wealth Advisors lifted its position in Schwab U.S. Large-Cap Value ETF by 0.8% during the fourth quarter. Vanguard Capital Wealth Advisors now owns 42,866 shares of the company’s stock valued at $1,269,000 after purchasing an additional 333 shares in the last quarter. Finally, IVC Wealth Advisors LLC lifted its position in Schwab U.S. Large-Cap Value ETF by 2.4% during the fourth quarter. IVC Wealth Advisors LLC now owns 110,052 shares of the company’s stock valued at $3,259,000 after purchasing an additional 2,589 shares in the last quarter.

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

NYSEARCA:SCHV opened at $30.68 on Friday. The stock has a 50-day simple moving average of $31.31 and a two-hundred day simple moving average of $30.10. The firm has a market capitalization of $14.91 billion, a PE ratio of 19.08 and a beta of 0.90. Schwab U.S. Large-Cap Value ETF has a 52-week low of $23.08 and a 52-week 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.