Chicago Partners Investment Group LLC Acquires Additional Shares in Schwab U.S. Large-Cap Value ETF

Chicago Partners Investment Group LLC has increased its holdings in the Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV – Free Report) by 4.7% during the fourth quarter, based on the latest disclosure to the SEC. Following the purchase of an additional 791 shares during the quarter, the firm now owns a total of 17,638 shares in the ETF. As of the end of the most recent quarter, Chicago Partners Investment Group LLC's total stake in the Schwab U.S. Large-Cap Value ETF was valued at approximately $461,000.

In addition to Chicago Partners Investment Group, several other institutional investors have also made moves in the Schwab U.S. Large-Cap Value ETF. First PREMIER Bank increased its position by a significant 200.0% in the fourth quarter, now holding 1,035 shares valued at $27,000 after adding 690 shares in the last quarter. Tidemark LLC entered the ETF market in the third quarter by acquiring a new stake valued around $32,000.

Olistico Wealth LLC also boosted its holdings in the Schwab U.S. Large-Cap Value ETF by 200.0% in the fourth quarter and currently owns 1,236 shares worth approximately $32,000, thanks to the purchase of an additional 824 shares in that quarter. Versant Capital Management Inc showed an increase of 182.1% in their position during the fourth quarter, now having 1,278 shares valued at $33,000 after acquiring an extra 825 shares.

Furthermore, Fortitude Family Office LLC raised its stake in the ETF by 202.0% during the fourth quarter, bringing its total to 1,646 shares valued at $43,000 after buying an additional 1,101 shares.

Current Market Position of Schwab U.S. Large-Cap Value ETF

On the trading front, shares of SCHV opened at $27.03. The ETF has experienced a 52-week low of $23.35 and a 52-week high of $28.19. Currently, the ETF is trading below its 50-day simple moving average of $26.82 and its 200-day simple moving average of $26.51. The market capitalization stands at $3.90 billion, showcasing a price-to-earnings ratio of 17.88, while the ETF has a beta value of 0.77.

About Schwab U.S. Large-Cap Value ETF

The Schwab U.S. Large-Cap Value ETF aims to replicate the total return of the Dow Jones U.S. Large-Cap Value Total Stock Market Index. This index focuses specifically on the large-cap value segment of the broader Dow Jones U.S. Total Stock Market Index, making it accessible for investors.

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