Alpha Cubed Investments LLC Grows Stake in Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV)

Alpha Cubed Investments LLC increased its position in shares of Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV) by 202.8% in the 4th quarter, according to the company in its most recent disclosure with the SEC. The fund owned 20,083 shares of the company’s stock after purchasing an additional 13,451 shares during the quarter. Alpha Cubed Investments LLC’s holdings in Schwab U.S. Large-Cap Value ETF were worth $524,000 as of its most recent filing with the SEC.

Other institutional investors also recently bought and sold shares of the company. Courage Miller Partners LLC raised its position in shares of Schwab U.S. Large-Cap Value ETF by 198.8% during the 4th quarter. Courage Miller Partners LLC now owns 261,064 shares of the company’s stock worth $6,806,000 after purchasing an additional 173,692 shares during the last quarter. Kiley Juergens Wealth Management LLC increased its position in Schwab U.S. Large-Cap Value ETF by 150.2% during the fourth quarter. Kiley Juergens Wealth Management LLC now owns 40,402 shares of the company’s stock worth $1,053,000 after buying an additional 24,253 shares in the last quarter. Aspiriant LLC raised its holdings in shares of Schwab U.S. Large-Cap Value ETF by 249.6% in the fourth quarter. Aspiriant LLC now owns 52,559 shares of the company’s stock worth $1,370,000 after acquiring an additional 37,526 shares during the last quarter. Chesapeake Wealth Management lifted its position in shares of Schwab U.S. Large-Cap Value ETF by 204.3% in the fourth quarter. Chesapeake Wealth Management now owns 33,595 shares of the company’s stock valued at $876,000 after acquiring an additional 22,555 shares in the last quarter. Finally, Martel Wealth Advisors Inc lifted its position in shares of Schwab U.S. Large-Cap Value ETF by 200.1% in the fourth quarter. Martel Wealth Advisors Inc now owns 524,112 shares of the company’s stock valued at $13,664,000 after acquiring an additional 349,472 shares in the last quarter.

Schwab U.S. Large-Cap Value ETF Trading Up 1.2 %

Schwab U.S. Large-Cap Value ETF stock opened at $27.21 on Wednesday. The stock has a 50-day moving average price of $26.85 and a 200 day moving average price of $26.38. Schwab U.S. Large-Cap Value ETF has a 52 week low of $23.25 and a 52 week high of $28.19. The stock has a market cap of $3.93 billion, a PE ratio of 17.88 and a beta of 0.77.

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.