Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV) is Marshall Financial Group Inc. ADV’s 3rd Largest Position

Marshall Financial Group Inc. ADV grew its position in shares of Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV) by 200.5% during the fourth quarter, HoldingsChannel reports. The institutional investor owned 1,002,696 shares of the company’s stock after purchasing an additional 668,989 shares during the period. Schwab U.S. Large-Cap Value ETF comprises 8.0% of Marshall Financial Group Inc. ADV’s investment portfolio, making the stock its 3rd largest position. Marshall Financial Group Inc. ADV’s holdings in Schwab U.S. Large-Cap Value ETF were worth $26,140,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds also recently made changes to their positions in the company. NewEdge Advisors LLC boosted its holdings in shares of Schwab U.S. Large-Cap Value ETF by 12.2% during the 2nd quarter. NewEdge Advisors LLC now owns 12,493 shares of the company’s stock valued at $926,000 after acquiring an additional 1,356 shares during the last quarter. Sanctuary Advisors LLC purchased a new stake in Schwab U.S. Large-Cap Value ETF in the second quarter worth approximately $1,169,000. Centaurus Financial Inc. grew its position in Schwab U.S. Large-Cap Value ETF by 5.8% in the 2nd quarter. Centaurus Financial Inc. now owns 2,573 shares of the company’s stock worth $191,000 after purchasing an additional 140 shares during the period. Myecfo LLC grew its position in Schwab U.S. Large-Cap Value ETF by 38.3% in the 3rd quarter. Myecfo LLC now owns 12,033 shares of the company’s stock worth $968,000 after purchasing an additional 3,330 shares during the period. Finally, Atomi Financial Group Inc. raised its stake in Schwab U.S. Large-Cap Value ETF by 26.9% during the 3rd quarter. Atomi Financial Group Inc. now owns 430,514 shares of the company’s stock valued at $34,600,000 after buying an additional 91,256 shares during the last quarter.

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

SCHV stock opened at $26.76 on Monday. Schwab U.S. Large-Cap Value ETF has a 1 year low of $23.35 and a 1 year high of $28.19. The company has a market cap of $3.86 billion, a P/E ratio of 17.88 and a beta of 0.77. The stock’s fifty day moving average price is $26.82 and its 200-day moving average price is $26.51.

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.