Embree Financial Group raised its position in shares of Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV – Free Report) by 196.1% in the fourth quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm owned 165,616 shares of the company’s stock after purchasing an additional 109,677 shares during the quarter. Schwab U.S. Large-Cap Value ETF accounts for approximately 0.7% of Embree Financial Group’s holdings, making the stock its 27th biggest position. Embree Financial Group owned about 0.11% of Schwab U.S. Large-Cap Value ETF worth $4,318,000 at the end of the most recent quarter.
Several other institutional investors have also recently made changes to their positions in SCHV. Gemmer Asset Management LLC raised its stake in Schwab U.S. Large-Cap Value ETF by 206.9% during the 4th quarter. Gemmer Asset Management LLC now owns 4,188,511 shares of the company’s stock valued at $109,194,000 after purchasing an additional 2,823,773 shares during the period. Financial Advisors LLC lifted its position in Schwab U.S. Large-Cap Value ETF by 197.8% during the fourth quarter. Financial Advisors LLC now owns 2,724,819 shares of the company’s stock valued at $71,036,000 after purchasing an additional 1,809,770 shares during the last quarter. Brady Martz Wealth Solutions LLC purchased a new stake in shares of Schwab U.S. Large-Cap Value ETF during the 4th quarter valued at about $42,697,000. CX Institutional lifted its holdings in shares of Schwab U.S. Large-Cap Value ETF by 324.3% in the 4th quarter. CX Institutional now owns 1,843,143 shares of the company’s stock valued at $48,051,000 after acquiring an additional 1,408,706 shares during the last quarter. Finally, Krilogy Financial LLC boosted its holdings in shares of Schwab U.S. Large-Cap Value ETF by 150.7% in the 4th quarter. Krilogy Financial LLC now owns 2,205,034 shares of the company’s stock worth $57,485,000 after purchasing an additional 1,325,485 shares during the period.
Schwab U.S. Large-Cap Value ETF Stock Performance
NYSEARCA:SCHV opened at $27.21 on Friday. The firm has a market capitalization of $3.93 billion, a PE ratio of 17.88 and a beta of 0.77. The stock’s fifty day moving average is $26.84 and its 200 day moving average is $26.44. Schwab U.S. Large-Cap Value ETF has a fifty-two week low of $23.35 and a fifty-two week high of $28.19.
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.
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