Spectrum Asset Management Inc. NB CA increased its position in shares of Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV – Free Report) by 194.0% during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 582,529 shares of the company’s stock after purchasing an additional 384,367 shares during the period. Schwab U.S. Large-Cap Value ETF accounts for 6.8% of Spectrum Asset Management Inc. NB CA’s portfolio, making the stock its largest holding. Spectrum Asset Management Inc. NB CA owned 0.40% of Schwab U.S. Large-Cap Value ETF worth $15,187,000 at the end of the most recent quarter.
Other institutional investors and hedge funds have also recently modified their holdings of the company. Capital Insight Partners LLC grew its holdings in Schwab U.S. Large-Cap Value ETF by 1.5% during the 3rd quarter. Capital Insight Partners LLC now owns 9,061 shares of the company’s stock valued at $728,000 after buying an additional 131 shares in the last quarter. Tidemark LLC bought a new position in shares of Schwab U.S. Large-Cap Value ETF during the third quarter worth $32,000. Cedar Wealth Management LLC grew its stake in Schwab U.S. Large-Cap Value ETF by 1.3% during the third quarter. Cedar Wealth Management LLC now owns 35,128 shares of the company’s stock valued at $2,823,000 after acquiring an additional 436 shares in the last quarter. Foundations Investment Advisors LLC increased its holdings in 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 valued at $324,000 after acquiring an additional 470 shares during the last quarter. Finally, Joseph Group Capital Management lifted its stake in 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 purchasing an additional 476 shares in the last quarter.
Schwab U.S. Large-Cap Value ETF Stock Up 0.1 %
SCHV opened at $27.27 on Friday. Schwab U.S. Large-Cap Value ETF has a 52 week low of $23.35 and a 52 week high of $28.19. The firm has a 50-day simple moving average of $26.76 and a two-hundred day simple moving average of $26.54. The company has a market capitalization of $3.94 billion, a PE ratio of 17.88 and a beta of 0.77.
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.
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