Vista Private Wealth Partners. LLC Has $10.80 Million Stake in Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV)

Vista Private Wealth Partners. LLC lifted its position in Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV) by 2.3% in the 1st quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 193,858 shares of the company’s stock after purchasing an additional 4,358 shares during the period. Schwab U.S. Large-Cap Value ETF comprises about 7.1% of Vista Private Wealth Partners. LLC’s portfolio, making the stock its 4th biggest holding. Vista Private Wealth Partners. LLC owned about 0.19% of Schwab U.S. Large-Cap Value ETF worth $10,800,000 at the end of the most recent reporting period.

Other large investors also recently bought and sold shares of the company. Burt Wealth Advisors purchased a new position in Schwab U.S. Large-Cap Value ETF in the fourth quarter valued at approximately $25,000. Laurel Wealth Advisors LLC purchased a new stake in shares of Schwab U.S. Large-Cap Value ETF during the fourth quarter valued at $27,000. MRA Associates USA LLC acquired a new position in Schwab U.S. Large-Cap Value ETF in the 4th quarter worth about $38,000. Truewealth LLC increased its holdings in shares of Schwab U.S. Large-Cap Value ETF by 6,631.3% during the 4th quarter. Truewealth LLC now owns 1,077 shares of the company’s stock valued at $53,000 after acquiring an additional 1,061 shares during the last quarter. Finally, Versant Capital Management Inc bought a new stake in shares of Schwab U.S. Large-Cap Value ETF in the 4th quarter worth approximately $64,000.

Shares of Schwab U.S. Large-Cap Value ETF stock traded up $0.37 during trading on Friday, reaching $55.42. 447,947 shares of the company were exchanged, compared to its average volume of 713,483. Schwab U.S. Large-Cap Value ETF has a twelve month low of $46.25 and a twelve month high of $57.52.

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About Schwab U.S. Large-Cap Value ETF

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.

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Institutional Ownership by Quarter for Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV)

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