Sax Wealth Advisors LLC Has $858,000 Stock Holdings in Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV)

Sax Wealth Advisors LLC raised its holdings in Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV) by 200.0% in the 4th quarter, according to the company in its most recent filing with the SEC. The firm owned 32,901 shares of the company’s stock after acquiring an additional 21,934 shares during the quarter. Sax Wealth Advisors LLC’s holdings in Schwab U.S. Large-Cap Value ETF were worth $858,000 as of its most recent SEC filing.

Several other large investors have also recently modified their holdings of the business. Bank of New York Mellon Corp bought a new position in Schwab U.S. Large-Cap Value ETF during the 2nd quarter worth $255,000. Oppenheimer Asset Management Inc. acquired a new stake in shares of Schwab U.S. Large-Cap Value ETF in the second quarter valued at about $206,000. Brighton Jones LLC raised its position in shares of Schwab U.S. Large-Cap Value ETF by 1.7% during the second quarter. Brighton Jones LLC now owns 9,543 shares of the company’s stock worth $707,000 after acquiring an additional 158 shares during the last quarter. Retirement Investment Advisors Inc. acquired a new position in shares of Schwab U.S. Large-Cap Value ETF in the second quarter worth approximately $3,330,000. Finally, Joseph Group Capital Management boosted its holdings in Schwab U.S. Large-Cap Value ETF by 2.9% in the second quarter. Joseph Group Capital Management now owns 29,250 shares of the company’s stock valued at $2,167,000 after acquiring an additional 812 shares during the last quarter.

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

NYSEARCA:SCHV opened at $26.88 on Friday. The company has a market capitalization of $3.88 billion, a PE ratio of 17.88 and a beta of 0.77. Schwab U.S. Large-Cap Value ETF has a fifty-two week low of $22.84 and a fifty-two week high of $28.19. The company has a 50 day simple moving average of $26.86 and a two-hundred day simple moving average of $26.34.

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.