Pacific Capital Wealth Advisors Inc. Reduces Stake in Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV)

Pacific Capital Wealth Advisors Inc. cut its stake in shares of Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV) by 1.5% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 16,982 shares of the company’s stock after selling 253 shares during the period. Pacific Capital Wealth Advisors Inc.’s holdings in Schwab U.S. Large-Cap Value ETF were worth $1,190,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other institutional investors have also modified their holdings of SCHV. Dravo Bay LLC lifted its holdings in shares of Schwab U.S. Large-Cap Value ETF by 35.3% in the 4th quarter. Dravo Bay LLC now owns 64,146 shares of the company’s stock worth $4,497,000 after acquiring an additional 16,730 shares during the last quarter. Apollon Wealth Management LLC lifted its stake in Schwab U.S. Large-Cap Value ETF by 78.5% in the fourth quarter. Apollon Wealth Management LLC now owns 283,735 shares of the company’s stock worth $19,890,000 after purchasing an additional 124,764 shares during the last quarter. Lincoln National Corp grew its stake in shares of Schwab U.S. Large-Cap Value ETF by 34.5% during the fourth quarter. Lincoln National Corp now owns 5,204 shares of the company’s stock valued at $365,000 after buying an additional 1,335 shares during the last quarter. Private Advisor Group LLC raised its holdings in shares of Schwab U.S. Large-Cap Value ETF by 6.0% in the fourth quarter. Private Advisor Group LLC now owns 26,809 shares of the company’s stock worth $1,879,000 after buying an additional 1,512 shares during the period. Finally, MeadowBrook Investment Advisors LLC bought a new stake in shares of Schwab U.S. Large-Cap Value ETF during the 4th quarter worth approximately $118,000.

Schwab U.S. Large-Cap Value ETF Stock Up 0.1 %

SCHV traded up $0.05 during trading hours on Wednesday, reaching $73.98. 273,320 shares of the company’s stock traded hands, compared to its average volume of 426,313. The firm has a 50-day moving average price of $73.83 and a 200 day moving average price of $70.25. The firm has a market capitalization of $10.68 billion, a PE ratio of 17.88 and a beta of 0.77. Schwab U.S. Large-Cap Value ETF has a 52-week low of $60.99 and a 52-week high of $76.13.

Schwab U.S. Large-Cap Value ETF 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.