James J. Burns & Company LLC Purchases 250,028 Shares of Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV)

James J. Burns & Company LLC boosted its position in Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV) by 204.3% in the fourth quarter, according to its most recent filing with the SEC. The institutional investor owned 372,410 shares of the company’s stock after purchasing an additional 250,028 shares during the period. Schwab U.S. Large-Cap Value ETF comprises 1.7% of James J. Burns & Company LLC’s investment portfolio, making the stock its 14th biggest position. James J. Burns & Company LLC owned approximately 0.26% of Schwab U.S. Large-Cap Value ETF worth $9,708,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. Tidemark LLC bought a new position in shares of Schwab U.S. Large-Cap Value ETF in the third quarter valued at approximately $32,000. Copley Financial Group Inc. purchased a new position in Schwab U.S. Large-Cap Value ETF in the third quarter worth $57,000. Northwest Investment Counselors LLC bought a new position in Schwab U.S. Large-Cap Value ETF in the 3rd quarter valued at $67,000. First PREMIER Bank increased its position in shares of Schwab U.S. Large-Cap Value ETF by 200.0% during the 4th quarter. First PREMIER Bank now owns 1,035 shares of the company’s stock valued at $27,000 after purchasing an additional 690 shares during the last quarter. Finally, Olistico Wealth LLC raised 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 period.

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

Shares of NYSEARCA:SCHV opened at $27.03 on Tuesday. 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 company’s 50-day moving average is $26.82 and its 200 day moving average is $26.51. The company has a market capitalization of $3.90 billion, a P/E ratio of 17.88 and a beta of 0.77.

Schwab U.S. Large-Cap Value ETF Company 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.