Columbia Advisory Partners LLC Increases Position in Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV)

Columbia Advisory Partners LLC lifted its holdings in Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV) by 151.0% in the 1st quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 9,675 shares of the company’s stock after purchasing an additional 5,820 shares during the period. Schwab U.S. Large-Cap Value ETF comprises about 0.7% of Columbia Advisory Partners LLC’s portfolio, making the stock its 21st largest holding. Columbia Advisory Partners LLC’s holdings in Schwab U.S. Large-Cap Value ETF were worth $735,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds have also recently modified their holdings of the business. Von Berge Wealth Management Group LLC increased its stake in shares of Schwab U.S. Large-Cap Value ETF by 20.8% in the 1st quarter. Von Berge Wealth Management Group LLC now owns 55,803 shares of the company’s stock valued at $4,240,000 after purchasing an additional 9,610 shares in the last quarter. Retirement Planning Group LLC increased its stake in shares of Schwab U.S. Large-Cap Value ETF by 11.2% in the 1st quarter. Retirement Planning Group LLC now owns 27,714 shares of the company’s stock valued at $2,106,000 after purchasing an additional 2,792 shares in the last quarter. CGN Advisors LLC increased its stake in shares of Schwab U.S. Large-Cap Value ETF by 21.6% in the 1st quarter. CGN Advisors LLC now owns 15,063 shares of the company’s stock valued at $1,144,000 after purchasing an additional 2,674 shares in the last quarter. Whitaker Myers Wealth Managers LTD. purchased a new position in shares of Schwab U.S. Large-Cap Value ETF in the 1st quarter valued at about $548,000. Finally, Global Assets Advisory LLC purchased a new position in shares of Schwab U.S. Large-Cap Value ETF in the 1st quarter valued at about $3,364,000.

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

SCHV stock traded down $0.74 during trading on Wednesday, hitting $74.04. The stock had a trading volume of 136,596 shares, compared to its average volume of 391,208. Schwab U.S. Large-Cap Value ETF has a twelve month low of $60.99 and a twelve month high of $76.13. The stock has a market capitalization of $10.69 billion, a P/E ratio of 17.88 and a beta of 0.77. The company’s 50-day moving average price is $74.17 and its two-hundred day moving average price is $72.63.

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.