Joule Financial LLC boosted its position in shares of Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV – Free Report) by 265.6% in the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 36,996 shares of the company’s stock after acquiring an additional 26,877 shares during the quarter. Joule Financial LLC’s holdings in Schwab U.S. Large-Cap Value ETF were worth $964,000 at the end of the most recent quarter.
A number of other hedge funds and other institutional investors also recently bought and sold shares of the company. Capital Insight Partners LLC increased its position in shares of Schwab U.S. Large-Cap Value ETF by 1.5% during the third quarter. Capital Insight Partners LLC now owns 9,061 shares of the company’s stock worth $728,000 after acquiring an additional 131 shares during the period. Centaurus Financial Inc. grew its stake in Schwab U.S. Large-Cap Value ETF by 5.8% during the 2nd quarter. Centaurus Financial Inc. now owns 2,573 shares of the company’s stock worth $191,000 after purchasing an additional 140 shares in the last quarter. Brighton Jones LLC increased its holdings in Schwab U.S. Large-Cap Value ETF by 1.7% during the 2nd quarter. Brighton Jones LLC now owns 9,543 shares of the company’s stock worth $707,000 after purchasing an additional 158 shares during the period. Cascade Investment Advisors Inc. raised its position in Schwab U.S. Large-Cap Value ETF by 4.2% in the 3rd quarter. Cascade Investment Advisors Inc. now owns 4,838 shares of the company’s stock valued at $389,000 after purchasing an additional 197 shares in the last quarter. Finally, Front Row Advisors LLC boosted its stake in shares of Schwab U.S. Large-Cap Value ETF by 13.3% in the 2nd quarter. Front Row Advisors LLC now owns 2,846 shares of the company’s stock valued at $212,000 after buying an additional 335 shares during the period.
Schwab U.S. Large-Cap Value ETF Stock Performance
Shares of Schwab U.S. Large-Cap Value ETF stock opened at $26.88 on Friday. The business has a 50-day simple moving average of $26.86 and a 200-day simple moving average of $26.36. The company has a market cap of $3.88 billion, a PE ratio of 17.88 and a beta of 0.77. Schwab U.S. Large-Cap Value ETF has a one year low of $22.84 and a one year 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.
See Also
- Five stocks we like better than Schwab U.S. Large-Cap Value ETF
- 10 Best Airline Stocks to Buy
- Earn High Dividends With 2 Top REITs Set to Perform in 2025
- Best of the list of Dividend Aristocrats: Build wealth with the aristocrat index
- Oilfield Leader SLB: An AI Name You Need to Know
- What Are Dividend Contenders? Investing in Dividend Contenders
- Top ETFs That Beat the Market in 2024 and Could Do It Again
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.