Diversified Portfolios Inc. Raises Holdings in Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV)

Diversified Portfolios Inc. boosted its stake in Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV) by 226.8% during the fourth quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 300,621 shares of the company’s stock after buying an additional 208,629 shares during the quarter. Schwab U.S. Large-Cap Value ETF makes up about 0.9% of Diversified Portfolios Inc.’s holdings, making the stock its 28th biggest position. Diversified Portfolios Inc. owned about 0.21% of Schwab U.S. Large-Cap Value ETF worth $7,837,000 as of its most recent filing with the SEC.

Other large investors have also recently bought and sold shares of the company. First PREMIER Bank lifted its position in shares of Schwab U.S. Large-Cap Value ETF by 200.0% in the fourth quarter. First PREMIER Bank now owns 1,035 shares of the company’s stock valued at $27,000 after acquiring an additional 690 shares in the last quarter. Tidemark LLC purchased a new position in Schwab U.S. Large-Cap Value ETF in the 3rd quarter valued at about $32,000. Olistico Wealth LLC boosted its stake in shares of Schwab U.S. Large-Cap Value ETF by 200.0% during the 4th quarter. Olistico Wealth LLC now owns 1,236 shares of the company’s stock worth $32,000 after purchasing an additional 824 shares during the last quarter. Versant Capital Management Inc grew its holdings in shares of Schwab U.S. Large-Cap Value ETF by 182.1% during the fourth quarter. Versant Capital Management Inc now owns 1,278 shares of the company’s stock worth $33,000 after buying an additional 825 shares in the last quarter. Finally, Family Capital Trust Co grew its holdings in shares of Schwab U.S. Large-Cap Value ETF by 200.0% during the fourth quarter. Family Capital Trust Co now owns 1,299 shares of the company’s stock worth $34,000 after buying an additional 866 shares in the last quarter.

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

Shares of SCHV opened at $27.27 on Wednesday. Schwab U.S. Large-Cap Value ETF has a 1 year low of $23.35 and a 1 year high of $28.19. The company’s 50 day simple moving average is $26.71 and its 200 day simple moving average is $26.59. The company has a market capitalization of $3.94 billion, a price-to-earnings 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.