Marshall Financial Group Inc. ADV Purchases 31,043 Shares of Schwab U.S. Large-Cap Value ETF $SCHV

Marshall Financial Group Inc. ADV boosted its position in Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV) by 3.0% in the third quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 1,081,761 shares of the company’s stock after purchasing an additional 31,043 shares during the period. Schwab U.S. Large-Cap Value ETF accounts for about 8.7% of Marshall Financial Group Inc. ADV’s portfolio, making the stock its 3rd biggest holding. Marshall Financial Group Inc. ADV’s holdings in Schwab U.S. Large-Cap Value ETF were worth $31,490,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds also recently made changes to their positions in SCHV. Whitaker Myers Wealth Managers LTD. raised its stake in shares of Schwab U.S. Large-Cap Value ETF by 5.9% in the third quarter. Whitaker Myers Wealth Managers LTD. now owns 516,823 shares of the company’s stock worth $15,045,000 after purchasing an additional 28,754 shares during the last quarter. Perigon Wealth Management LLC raised its position in Schwab U.S. Large-Cap Value ETF by 3.8% in the 3rd quarter. Perigon Wealth Management LLC now owns 601,972 shares of the company’s stock valued at $17,523,000 after buying an additional 21,895 shares during the last quarter. Courage Miller Partners LLC boosted its holdings in Schwab U.S. Large-Cap Value ETF by 2.1% during the 2nd quarter. Courage Miller Partners LLC now owns 274,001 shares of the company’s stock worth $7,582,000 after acquiring an additional 5,727 shares during the last quarter. Allworth Financial LP boosted its holdings in Schwab U.S. Large-Cap Value ETF by 5.2% during the 2nd quarter. Allworth Financial LP now owns 436,697 shares of the company’s stock worth $12,083,000 after acquiring an additional 21,765 shares during the last quarter. Finally, M3 Advisory Group LLC grew its stake in shares of Schwab U.S. Large-Cap Value ETF by 1.5% in the 2nd quarter. M3 Advisory Group LLC now owns 92,987 shares of the company’s stock worth $2,573,000 after acquiring an additional 1,377 shares in the last quarter.

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

SCHV opened at $31.37 on Tuesday. Schwab U.S. Large-Cap Value ETF has a fifty-two week low of $23.08 and a fifty-two week high of $31.41. The firm has a market capitalization of $15.07 billion, a P/E ratio of 19.08 and a beta of 0.90. The company’s 50-day moving average is $30.11 and its 200 day moving average is $29.21.

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.