Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV) Shares Bought by Exencial Wealth Advisors LLC

Exencial Wealth Advisors LLC grew its stake in Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV) by 177.8% during the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 246,219 shares of the company’s stock after purchasing an additional 157,579 shares during the quarter. Exencial Wealth Advisors LLC owned approximately 0.17% of Schwab U.S. Large-Cap Value ETF worth $6,419,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds have also modified their holdings of the stock. Copley Financial Group Inc. acquired a new stake in Schwab U.S. Large-Cap Value ETF in the 3rd quarter worth about $57,000. Denver PWM LLC lifted its position in shares of Schwab U.S. Large-Cap Value ETF by 1.6% in the third quarter. Denver PWM LLC now owns 230,667 shares of the company’s stock valued at $18,539,000 after acquiring an additional 3,607 shares in the last quarter. Pine Valley Investments Ltd Liability Co boosted its stake in shares of Schwab U.S. Large-Cap Value ETF by 38.4% in the third quarter. Pine Valley Investments Ltd Liability Co now owns 4,310 shares of the company’s stock worth $346,000 after acquiring an additional 1,195 shares during the last quarter. Destination Wealth Management acquired a new stake in shares of Schwab U.S. Large-Cap Value ETF in the third quarter worth approximately $278,000. Finally, Sculati Wealth Management LLC increased its position in shares of Schwab U.S. Large-Cap Value ETF by 106.6% during the third quarter. Sculati Wealth Management LLC now owns 62,397 shares of the company’s stock worth $4,741,000 after purchasing an additional 32,192 shares in the last quarter.

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

Shares of SCHV stock opened at $27.31 on Tuesday. Schwab U.S. Large-Cap Value ETF has a fifty-two week low of $23.84 and a fifty-two week high of $28.19. The stock’s fifty day moving average is $26.85 and its two-hundred day moving average is $26.81. The firm has a market capitalization of $12.24 billion, a P/E ratio of 19.93 and a beta of 0.96.

About Schwab U.S. Large-Cap Value ETF

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.