Birchwood Financial Partners Inc. purchased a new stake in Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV – Free Report) in the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor purchased 24,990 shares of the company’s stock, valued at approximately $740,000.
Other hedge funds also recently added to or reduced their stakes in the company. JPL Wealth Management LLC acquired a new stake in Schwab U.S. Large-Cap Value ETF during the third quarter worth approximately $26,000. Laurel Wealth Advisors LLC acquired a new position in shares of Schwab U.S. Large-Cap Value ETF in the 4th quarter valued at $27,000. IFC & Insurance Marketing Inc. acquired a new position in shares of Schwab U.S. Large-Cap Value ETF in the 4th quarter valued at $38,000. Acumen Wealth Advisors LLC purchased a new position in shares of Schwab U.S. Large-Cap Value ETF in the 4th quarter valued at $47,000. Finally, Arax Advisory Partners purchased a new position in shares of Schwab U.S. Large-Cap Value ETF in the 4th quarter valued at $52,000.
Schwab U.S. Large-Cap Value ETF Price Performance
Shares of NYSEARCA:SCHV opened at $34.56 on Friday. Schwab U.S. Large-Cap Value ETF has a 12 month low of $27.01 and a 12 month high of $35.05. The firm has a market capitalization of $16.18 billion, a P/E ratio of 19.08 and a beta of 0.83. The company’s fifty day moving average price is $32.91 and its 200 day moving average price is $31.51.
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. Large-Cap Value Total Stock Market Index includes the components ranked 1-750 by full market capitalization and that are classified as value. The Index is a float-adjusted market capitalization weighted index.
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