Ritter Daniher Financial Advisory LLC DE Acquires 774 Shares of Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV)

Posted by Logan Wallace on Apr 7th, 2025

Ritter Daniher Financial Advisory LLC DE lifted its holdings in shares of Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV – Free Report) by 200.0% during the 4th quarter, according to the company in its most recent filing with the SEC. The fund owned 1,161 shares of the company’s stock after purchasing an additional 774 shares during the period. Ritter Daniher Financial Advisory LLC DE’s holdings in Schwab U.S. Large-Cap Value ETF were worth $30,000 as of its most recent filing with the SEC.

Other large investors also recently added to or reduced their stakes in the company. Financial Engines Advisors L.L.C. increased its position in Schwab U.S. Large-Cap Value ETF by 184.2% during the 4th quarter. Financial Engines Advisors L.L.C. now owns 55,360,772 shares of the company’s stock valued at $1,443,255,000 after purchasing an additional 35,884,431 shares during the period. Sei Investments Co. raised its position in shares of Schwab U.S. Large-Cap Value ETF by 220.7% in the 4th quarter. Sei Investments Co. now owns 38,914,600 shares of the company’s stock worth $1,014,504,000 after acquiring an additional 26,780,137 shares in the last quarter. Mather Group LLC. lifted its stake in shares of Schwab U.S. Large-Cap Value ETF by 197.4% in the 4th quarter. Mather Group LLC. now owns 31,961,534 shares of the company’s stock valued at $833,237,000 after purchasing an additional 21,215,739 shares during the period. Envestnet Asset Management Inc. boosted its position in shares of Schwab U.S. Large-Cap Value ETF by 228.2% during the fourth quarter. Envestnet Asset Management Inc. now owns 15,926,683 shares of the company’s stock valued at $415,209,000 after purchasing an additional 11,074,601 shares in the last quarter. Finally, Avantax Planning Partners Inc. grew its stake in Schwab U.S. Large-Cap Value ETF by 200.2% in the fourth quarter. Avantax Planning Partners Inc. now owns 9,927,842 shares of the company’s stock worth $258,819,000 after purchasing an additional 6,621,242 shares during the period.

Schwab U.S. Large-Cap Value ETF Trading Down 5.9 %

Shares of Schwab U.S. Large-Cap Value ETF stock opened at $24.10 on Monday. The business has a fifty day simple moving average of $26.87 and a two-hundred day simple moving average of $26.87. The firm has a market capitalization of $10.76 billion, a P/E ratio of 19.30 and a beta of 0.89. Schwab U.S. Large-Cap Value ETF has a 12 month low of $23.84 and a 12 month high of $28.19.

Schwab U.S. Large-Cap Value ETF Cuts Dividend

The firm also recently disclosed a dividend, which was paid on Monday, March 31st. Investors of record on Wednesday, March 26th were paid a dividend of $0.1412 per share. The ex-dividend date was Wednesday, March 26th.

Schwab U.S. Large-Cap Value ETF Profile

(Free Report)

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.