Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV) Shares Bought by Concurrent Investment Advisors LLC

Concurrent Investment Advisors LLC raised its holdings in Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV) by 214.3% in the 4th quarter, according to its most recent 13F filing with the SEC. The fund owned 69,872 shares of the company’s stock after acquiring an additional 47,639 shares during the period. Concurrent Investment Advisors LLC’s holdings in Schwab U.S. Large-Cap Value ETF were worth $1,822,000 at the end of the most recent reporting period.

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

Schwab U.S. Large-Cap Value ETF Stock Down 0.9 %

SCHV stock opened at $27.24 on Friday. The company has a market cap of $3.93 billion, a price-to-earnings ratio of 17.88 and a beta of 0.77. The business has a fifty day simple moving average of $26.71 and a 200-day simple moving average of $26.68. Schwab U.S. Large-Cap Value ETF has a 52 week low of $23.84 and a 52 week high of $28.19.

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.