Evergreen Advisors LLC acquired a new stake in shares of Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV – Free Report) during the first quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The firm acquired 22,894 shares of the company’s stock, valued at approximately $698,000. Schwab U.S. Large-Cap Value ETF makes up approximately 0.2% of Evergreen Advisors LLC’s investment portfolio, making the stock its 16th biggest holding.
Several other institutional investors and hedge funds also recently added to or reduced their stakes in the stock. Vanguard Capital Wealth Advisors raised its holdings in Schwab U.S. Large-Cap Value ETF by 0.8% in the fourth quarter. Vanguard Capital Wealth Advisors now owns 42,866 shares of the company’s stock worth $1,269,000 after purchasing an additional 333 shares in the last quarter. Center for Financial Planning Inc. boosted its holdings in shares of Schwab U.S. Large-Cap Value ETF by 1.8% in the 1st quarter. Center for Financial Planning Inc. now owns 19,879 shares of the company’s stock valued at $606,000 after buying an additional 346 shares in the last quarter. Hengehold Capital Management LLC boosted its holdings in shares of Schwab U.S. Large-Cap Value ETF by 3.4% in the 4th quarter. Hengehold Capital Management LLC now owns 10,590 shares of the company’s stock valued at $314,000 after buying an additional 353 shares in the last quarter. DHJJ Financial Advisors Ltd. grew its position in shares of Schwab U.S. Large-Cap Value ETF by 3.9% in the 4th quarter. DHJJ Financial Advisors Ltd. now owns 9,403 shares of the company’s stock worth $278,000 after buying an additional 355 shares during the last quarter. Finally, Haverford Trust Co grew its position in shares of Schwab U.S. Large-Cap Value ETF by 0.9% in the 4th quarter. Haverford Trust Co now owns 41,083 shares of the company’s stock worth $1,216,000 after buying an additional 372 shares during the last quarter.
Schwab U.S. Large-Cap Value ETF Stock Down 0.8%
NYSEARCA SCHV opened at $33.93 on Thursday. The firm has a market cap of $15.57 billion, a PE ratio of 19.08 and a beta of 0.82. The company has a 50 day moving average price of $33.85 and a 200 day moving average price of $32.15. Schwab U.S. Large-Cap Value ETF has a 52 week low of $27.39 and a 52 week high of $35.05.
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. 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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