Sterling Wealth Advisors Inc Takes Position in Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV)

Sterling Wealth Advisors Inc purchased a new position in Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV) during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund purchased 12,660 shares of the company’s stock, valued at approximately $330,000. Schwab U.S. Large-Cap Value ETF comprises approximately 0.3% of Sterling Wealth Advisors Inc’s portfolio, making the stock its 16th largest position.

Several other large investors have also recently made changes to their positions in the company. Sanctuary Advisors LLC purchased a new stake in shares of Schwab U.S. Large-Cap Value ETF during the second quarter worth $1,169,000. Brookstone Capital Management raised its holdings in Schwab U.S. Large-Cap Value ETF by 70.4% in the 3rd quarter. Brookstone Capital Management now owns 37,175 shares of the company’s stock valued at $2,988,000 after acquiring an additional 15,353 shares during the last quarter. CWM LLC lifted its stake in Schwab U.S. Large-Cap Value ETF by 6.3% in the 3rd quarter. CWM LLC now owns 39,383 shares of the company’s stock worth $3,165,000 after purchasing an additional 2,339 shares in the last quarter. Keeler & Nadler Financial Planning & Wealth Management boosted its holdings in shares of Schwab U.S. Large-Cap Value ETF by 7.8% during the 3rd quarter. Keeler & Nadler Financial Planning & Wealth Management now owns 168,893 shares of the company’s stock worth $13,574,000 after purchasing an additional 12,256 shares during the last quarter. Finally, Rappaport Reiches Capital Management LLC purchased a new stake in shares of Schwab U.S. Large-Cap Value ETF in the third quarter valued at approximately $681,000.

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

NYSEARCA:SCHV opened at $27.11 on Friday. The stock has a 50 day moving average price of $26.75 and a 200 day moving average price of $26.55. The stock has a market cap of $3.91 billion, a PE ratio of 17.88 and a beta of 0.77. Schwab U.S. Large-Cap Value ETF has a one year low of $23.35 and a one year high of $28.19.

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.