Sage Financial Group Inc. grew its position in Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV – Free Report) by 193.5% during the fourth quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 794,055 shares of the company’s stock after purchasing an additional 523,510 shares during the quarter. Schwab U.S. Large-Cap Value ETF makes up about 1.7% of Sage Financial Group Inc.’s portfolio, making the stock its 10th largest position. Sage Financial Group Inc. owned 0.55% of Schwab U.S. Large-Cap Value ETF worth $20,701,000 at the end of the most recent reporting period.
Other large investors also recently modified their holdings of the company. Gemmer Asset Management LLC grew its holdings 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 worth $109,194,000 after acquiring an additional 2,823,773 shares during the period. Financial Advisors LLC grew its stake 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 worth $71,036,000 after purchasing an additional 1,809,770 shares during the period. Wealth Enhancement Advisory Services LLC increased its holdings in Schwab U.S. Large-Cap Value ETF by 2.6% in the fourth quarter. Wealth Enhancement Advisory Services LLC now owns 2,615,791 shares of the company’s stock worth $68,194,000 after purchasing an additional 66,180 shares in the last quarter. Krilogy Financial LLC lifted its stake in Schwab U.S. Large-Cap Value ETF by 150.7% in the fourth quarter. Krilogy Financial LLC now owns 2,205,034 shares of the company’s stock valued at $57,485,000 after buying an additional 1,325,485 shares during the period. Finally, CX Institutional boosted its holdings in shares of Schwab U.S. Large-Cap Value ETF by 324.3% during the 4th quarter. CX Institutional now owns 1,843,143 shares of the company’s stock worth $48,051,000 after buying an additional 1,408,706 shares in the last quarter.
Schwab U.S. Large-Cap Value ETF Stock Down 0.1 %
Shares of SCHV stock opened at $27.09 on Thursday. Schwab U.S. Large-Cap Value ETF has a 52 week low of $23.35 and a 52 week high of $28.19. The firm has a 50 day moving average of $26.84 and a 200-day moving average of $26.48. The company has a market cap of $3.91 billion, a price-to-earnings ratio of 17.88 and a beta of 0.77.
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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