XML Financial LLC Increases Stock Position in Schwab U.S. Large-Cap Value ETF $SCHV

XML Financial LLC lifted its stake in Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV) by 7.2% in the 1st quarter, HoldingsChannel reports. The institutional investor owned 1,244,250 shares of the company’s stock after purchasing an additional 83,288 shares during the quarter. Schwab U.S. Large-Cap Value ETF accounts for approximately 3.1% of XML Financial LLC’s investment portfolio, making the stock its 3rd largest holding. XML Financial LLC’s holdings in Schwab U.S. Large-Cap Value ETF were worth $37,950,000 at the end of the most recent reporting period.

A number of other large investors have also added to or reduced their stakes in the stock. Valpey Financial Services LLC raised its holdings in Schwab U.S. Large-Cap Value ETF by 2,913.4% in the 4th quarter. Valpey Financial Services LLC now owns 6,251,249 shares of the company’s stock valued at $185,099,000 after acquiring an additional 6,043,804 shares in the last quarter. Wellington Management Group LLP bought a new position in shares of Schwab U.S. Large-Cap Value ETF in the third quarter worth $68,742,000. Sei Investments Co. raised its stake in Schwab U.S. Large-Cap Value ETF by 3.0% in the third quarter. Sei Investments Co. now owns 44,357,295 shares of the company’s stock valued at $1,291,242,000 after purchasing an additional 1,295,102 shares in the last quarter. Mather Group LLC. lifted its position in Schwab U.S. Large-Cap Value ETF by 3.0% during the fourth quarter. Mather Group LLC. now owns 35,128,777 shares of the company’s stock worth $1,040,163,000 after purchasing an additional 1,023,339 shares during the period. Finally, World Investment Advisors grew its stake in Schwab U.S. Large-Cap Value ETF by 628.0% during the fourth quarter. World Investment Advisors now owns 980,974 shares of the company’s stock worth $29,047,000 after buying an additional 846,224 shares in the last quarter.

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

SCHV stock opened at $34.56 on Monday. The company’s 50-day moving average price is $32.97 and its two-hundred day moving average price is $31.55. The firm has a market cap of $16.18 billion, a P/E ratio of 19.08 and a beta of 0.83. Schwab U.S. Large-Cap Value ETF has a 12 month low of $27.01 and a 12 month high of $35.05.

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.