Northeast Financial Group Inc. boosted its position in Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV – Free Report) by 114.4% in the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission. The fund owned 590,599 shares of the company’s stock after purchasing an additional 315,104 shares during the quarter. Schwab U.S. Large-Cap Value ETF comprises about 4.3% of Northeast Financial Group Inc.’s holdings, making the stock its 6th largest position. Northeast Financial Group Inc. owned 0.12% of Schwab U.S. Large-Cap Value ETF worth $17,194,000 at the end of the most recent reporting period.
Other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Whitaker Myers Wealth Managers LTD. boosted its stake in Schwab U.S. Large-Cap Value ETF by 5.9% in the 3rd quarter. Whitaker Myers Wealth Managers LTD. now owns 516,823 shares of the company’s stock worth $15,045,000 after buying an additional 28,754 shares during the last quarter. Cadence Wealth Management LLC increased its stake in shares of Schwab U.S. Large-Cap Value ETF by 9.4% during the 3rd quarter. Cadence Wealth Management LLC now owns 208,213 shares of the company’s stock valued at $6,061,000 after acquiring an additional 17,853 shares during the last quarter. Perigon Wealth Management LLC lifted its holdings in shares of Schwab U.S. Large-Cap Value ETF by 3.8% during the 3rd quarter. Perigon Wealth Management LLC now owns 601,972 shares of the company’s stock worth $17,523,000 after acquiring an additional 21,895 shares during the period. CENTRAL TRUST Co purchased a new position in shares of Schwab U.S. Large-Cap Value ETF during the 3rd quarter worth about $642,000. Finally, Allworth Financial LP boosted its position in shares of Schwab U.S. Large-Cap Value ETF by 5.2% in the second 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.
Schwab U.S. Large-Cap Value ETF Stock Performance
Schwab U.S. Large-Cap Value ETF stock opened at $32.11 on Friday. Schwab U.S. Large-Cap Value ETF has a 1 year low of $23.08 and a 1 year high of $32.45. The firm has a 50 day moving average price of $30.75 and a 200 day moving average price of $29.54. The company has a market cap of $15.43 billion, a price-to-earnings ratio of 19.08 and a beta of 0.90.
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.
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