Warner Financial Inc. lifted its position in shares of Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV – Free Report) by 275.1% during the fourth quarter, Holdings Channel reports. The firm owned 128,713 shares of the company’s stock after acquiring an additional 94,399 shares during the quarter. Schwab U.S. Large-Cap Value ETF makes up about 1.4% of Warner Financial Inc.’s portfolio, making the stock its 18th largest holding. Warner Financial Inc.’s holdings in Schwab U.S. Large-Cap Value ETF were worth $3,356,000 as of its most recent SEC filing.
Several other institutional investors and hedge funds have also recently bought and sold shares of the business. Tidemark LLC acquired a new position in shares of Schwab U.S. Large-Cap Value ETF during the 3rd quarter worth $32,000. Copley Financial Group Inc. acquired a new stake in shares of Schwab U.S. Large-Cap Value ETF during the third quarter worth $57,000. Northwest Investment Counselors LLC purchased a new stake in shares of Schwab U.S. Large-Cap Value ETF in the third quarter valued at $67,000. First PREMIER Bank increased its stake in Schwab U.S. Large-Cap Value ETF by 200.0% in the fourth quarter. First PREMIER Bank now owns 1,035 shares of the company’s stock valued at $27,000 after purchasing an additional 690 shares during the last quarter. Finally, Olistico Wealth LLC boosted its stake in Schwab U.S. Large-Cap Value ETF by 200.0% in the 4th quarter. Olistico Wealth LLC now owns 1,236 shares of the company’s stock worth $32,000 after buying an additional 824 shares during the last quarter.
Schwab U.S. Large-Cap Value ETF Price Performance
NYSEARCA SCHV opened at $27.31 on Tuesday. The company has a market cap of $3.94 billion, a P/E ratio of 17.88 and a beta of 0.77. Schwab U.S. Large-Cap Value ETF has a 12 month low of $23.35 and a 12 month high of $28.19. The company has a 50-day moving average of $26.84 and a 200-day moving average of $26.45.
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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