Mark Sheptoff Financial Planning LLC Boosts Holdings in Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV)

Mark Sheptoff Financial Planning LLC grew its position in shares of 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 institutional investor owned 1,275 shares of the company’s stock after purchasing an additional 850 shares during the period. Mark Sheptoff Financial Planning LLC’s holdings in Schwab U.S. Large-Cap Value ETF were worth $33,000 at the end of the most recent reporting period.

Other large investors have also added to or reduced their stakes in the company. Murphy & Mullick Capital Management Corp bought a new stake in Schwab U.S. Large-Cap Value ETF during the fourth quarter worth approximately $2,603,000. Florida Financial Advisors LLC grew its stake in Schwab U.S. Large-Cap Value ETF by 179.9% in the 4th quarter. Florida Financial Advisors LLC now owns 253,504 shares of the company’s stock worth $6,609,000 after acquiring an additional 162,919 shares in the last quarter. Aire Advisors LLC increased its holdings in Schwab U.S. Large-Cap Value ETF by 193.8% during the 4th quarter. Aire Advisors LLC now owns 29,216 shares of the company’s stock worth $762,000 after purchasing an additional 19,271 shares during the period. Prestige Wealth Management Group LLC increased its stake in shares of Schwab U.S. Large-Cap Value ETF by 200.0% during the fourth quarter. Prestige Wealth Management Group LLC now owns 11,457 shares of the company’s stock valued at $299,000 after buying an additional 7,638 shares during the period. Finally, Signature Estate & Investment Advisors LLC raised its holdings in shares of Schwab U.S. Large-Cap Value ETF by 196.5% in the fourth quarter. Signature Estate & Investment Advisors LLC now owns 31,992 shares of the company’s stock valued at $834,000 after acquiring an additional 21,202 shares in the last quarter.

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

Shares of Schwab U.S. Large-Cap Value ETF stock opened at $26.82 on Wednesday. The stock has a market cap of $12.09 billion, a price-to-earnings ratio of 19.30 and a beta of 0.95. The firm’s 50-day moving average is $27.00 and its two-hundred day moving average is $26.87. Schwab U.S. Large-Cap Value ETF has a 1 year low of $23.84 and a 1 year high of $28.19.

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.