Embree Financial Group increased its holdings in Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV – Free Report) by 196.1% in the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 165,616 shares of the company’s stock after buying an additional 109,677 shares during the period. Schwab U.S. Large-Cap Value ETF comprises approximately 0.7% of Embree Financial Group’s investment portfolio, making the stock its 27th biggest holding. Embree Financial Group’s holdings in Schwab U.S. Large-Cap Value ETF were worth $4,318,000 as of its most recent SEC filing.
A number of other hedge funds also recently bought and sold shares of the stock. First PREMIER Bank raised its position in shares of Schwab U.S. Large-Cap Value ETF by 200.0% in the 4th quarter. First PREMIER Bank now owns 1,035 shares of the company’s stock worth $27,000 after acquiring an additional 690 shares in the last quarter. Tidemark LLC purchased a new stake in Schwab U.S. Large-Cap Value ETF during the third quarter valued at approximately $32,000. Olistico Wealth LLC lifted its position in Schwab U.S. Large-Cap Value ETF by 200.0% during the fourth quarter. Olistico Wealth LLC now owns 1,236 shares of the company’s stock valued at $32,000 after acquiring an additional 824 shares during the last quarter. Versant Capital Management Inc grew its holdings in Schwab U.S. Large-Cap Value ETF by 182.1% in the fourth quarter. Versant Capital Management Inc now owns 1,278 shares of the company’s stock worth $33,000 after purchasing an additional 825 shares during the last quarter. Finally, Fortitude Family Office LLC lifted its holdings in shares of Schwab U.S. Large-Cap Value ETF by 202.0% during the 4th quarter. Fortitude Family Office LLC now owns 1,646 shares of the company’s stock valued at $43,000 after purchasing an additional 1,101 shares during the last quarter.
Schwab U.S. Large-Cap Value ETF Stock Performance
Shares of NYSEARCA SCHV opened at $27.21 on Friday. 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. The business has a 50-day simple moving average of $26.84 and a two-hundred day simple moving average of $26.44. The company has a market cap of $3.93 billion, a PE ratio of 17.88 and a beta of 0.77.
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.
Further Reading
- Five stocks we like better than Schwab U.S. Large-Cap Value ETF
- 3 REITs to Buy and Hold for the Long Term
- Verizon’s Turnaround Gains Traction: New Highs Are Likely in 2025
- What is the Dogs of the Dow Strategy? Overview and Examples
- Bloom Energy: Powering the Future With Decentralized Energy
- What is a Bond Market Holiday? How to Invest and Trade
- Dividend Powerhouses: Blue-Chip Stocks Built for the Long Haul
Want to see what other hedge funds are holding SCHV? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV – Free Report).
Receive News & Ratings for Schwab U.S. Large-Cap Value ETF Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Schwab U.S. Large-Cap Value ETF and related companies with MarketBeat.com's FREE daily email newsletter.