Everhart Financial Group Inc. Raises Holdings in Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV)

Everhart Financial Group Inc. lifted its position in shares of Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV) by 1.8% during the second quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 47,941 shares of the company’s stock after purchasing an additional 828 shares during the period. Schwab U.S. Large-Cap Value ETF comprises about 0.9% of Everhart Financial Group Inc.’s holdings, making the stock its 22nd largest position. Everhart Financial Group Inc.’s holdings in Schwab U.S. Large-Cap Value ETF were worth $3,551,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds have also made changes to their positions in the company. SRS Capital Advisors Inc. boosted its stake in Schwab U.S. Large-Cap Value ETF by 476.2% during the 4th quarter. SRS Capital Advisors Inc. now owns 363 shares of the company’s stock worth $25,000 after purchasing an additional 300 shares during the period. Family Capital Trust Co purchased a new position in shares of Schwab U.S. Large-Cap Value ETF during the first quarter worth about $33,000. Tennessee Valley Asset Management Partners acquired a new position in Schwab U.S. Large-Cap Value ETF in the 4th quarter valued at about $31,000. Scarborough Advisors LLC purchased a new stake in Schwab U.S. Large-Cap Value ETF during the 4th quarter valued at approximately $32,000. Finally, First Personal Financial Services acquired a new stake in Schwab U.S. Large-Cap Value ETF during the 1st quarter worth approximately $35,000.

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

Shares of SCHV stock traded up $0.87 during midday trading on Friday, hitting $78.48. The company had a trading volume of 294,930 shares, compared to its average volume of 380,527. The stock has a market cap of $11.33 billion, a price-to-earnings ratio of 17.88 and a beta of 0.77. The company’s 50 day simple moving average is $75.53 and its 200 day simple moving average is $74.34. Schwab U.S. Large-Cap Value ETF has a 52-week low of $60.99 and a 52-week high of $78.54.

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.