Curtis Advisory Group LLC Has $5.92 Million Stock Holdings in Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV)

Curtis Advisory Group LLC boosted its holdings in shares of Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV) by 231.9% during the 4th quarter, HoldingsChannel.com reports. The institutional investor owned 227,107 shares of the company’s stock after acquiring an additional 158,682 shares during the period. Schwab U.S. Large-Cap Value ETF comprises approximately 1.6% of Curtis Advisory Group LLC’s holdings, making the stock its 17th largest position. Curtis Advisory Group LLC’s holdings in Schwab U.S. Large-Cap Value ETF were worth $5,921,000 as of its most recent SEC filing.

Several other institutional investors have also recently bought and sold shares of the business. Tidemark LLC bought a new stake in shares of Schwab U.S. Large-Cap Value ETF in the 3rd quarter worth $32,000. Cedar Wealth Management LLC grew its stake in shares of Schwab U.S. Large-Cap Value ETF by 1.3% in the 3rd quarter. Cedar Wealth Management LLC now owns 35,128 shares of the company’s stock worth $2,823,000 after acquiring an additional 436 shares in the last quarter. Foundations Investment Advisors LLC grew its stake in shares of Schwab U.S. Large-Cap Value ETF by 13.2% in the 3rd quarter. Foundations Investment Advisors LLC now owns 4,034 shares of the company’s stock worth $324,000 after acquiring an additional 470 shares in the last quarter. Joseph Group Capital Management grew its stake in shares of Schwab U.S. Large-Cap Value ETF by 1.6% in the 3rd quarter. Joseph Group Capital Management now owns 29,726 shares of the company’s stock worth $2,389,000 after acquiring an additional 476 shares in the last quarter. Finally, ETF Store Inc. grew its stake in shares of Schwab U.S. Large-Cap Value ETF by 3.7% in the 3rd quarter. ETF Store Inc. now owns 13,577 shares of the company’s stock worth $1,091,000 after acquiring an additional 479 shares in the last quarter.

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

NYSEARCA SCHV opened at $27.24 on Friday. Schwab U.S. Large-Cap Value ETF has a 1 year low of $23.84 and a 1 year high of $28.19. The firm has a market cap of $3.93 billion, a price-to-earnings ratio of 17.88 and a beta of 0.77. The company has a fifty day moving average price of $26.72 and a 200-day moving average price of $26.70.

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.