Schwab U.S. Large-Cap Value ETF $SCHV Position Lowered by Northeast Financial Group Inc.

Northeast Financial Group Inc. trimmed its stake in shares of Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV) by 9.4% in the 1st quarter, according to its most recent disclosure with the SEC. The institutional investor owned 549,657 shares of the company’s stock after selling 56,763 shares during the period. Schwab U.S. Large-Cap Value ETF accounts for 4.2% of Northeast Financial Group Inc.’s portfolio, making the stock its 5th largest holding. Northeast Financial Group Inc. owned approximately 0.12% of Schwab U.S. Large-Cap Value ETF worth $16,769,000 as of its most recent filing with the SEC.

Several other hedge funds have also bought and sold shares of the stock. Avantax Planning Partners Inc. increased its holdings in shares of Schwab U.S. Large-Cap Value ETF by 0.3% in the first quarter. Avantax Planning Partners Inc. now owns 10,217,486 shares of the company’s stock worth $311,633,000 after purchasing an additional 29,579 shares during the last quarter. Mariner LLC raised its holdings in shares of Schwab U.S. Large-Cap Value ETF by 3.8% during the 4th quarter. Mariner LLC now owns 9,103,028 shares of the company’s stock worth $269,542,000 after acquiring an additional 329,550 shares in the last quarter. Vantagepoint Investment Advisers LLC boosted its position in shares of Schwab U.S. Large-Cap Value ETF by 0.8% during the 4th quarter. Vantagepoint Investment Advisers LLC now owns 8,516,803 shares of the company’s stock valued at $252,183,000 after acquiring an additional 66,800 shares during the last quarter. Valpey Financial Services LLC increased its position in Schwab U.S. Large-Cap Value ETF by 2,913.4% in the fourth quarter. Valpey Financial Services LLC now owns 6,251,249 shares of the company’s stock worth $185,099,000 after purchasing an additional 6,043,804 shares during the last quarter. Finally, Cetera Investment Advisers raised its stake in Schwab U.S. Large-Cap Value ETF by 20.5% during the fourth quarter. Cetera Investment Advisers now owns 3,614,316 shares of the company’s stock valued at $107,020,000 after purchasing an additional 615,249 shares in the last quarter.

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

Shares of NYSEARCA:SCHV opened at $34.24 on Monday. The firm has a fifty day simple moving average of $34.03 and a two-hundred day simple moving average of $32.36. The stock has a market capitalization of $15.77 billion, a P/E ratio of 19.08 and a beta of 0.82. Schwab U.S. Large-Cap Value ETF has a 52 week low of $27.39 and a 52 week high of $35.05.

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. 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.