Wescott Financial Advisory Group LLC Invests $1.04 Million in Schwab U.S. Large-Cap Value ETF $SCHV

Wescott Financial Advisory Group LLC bought a new position in shares of Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV) during the fourth quarter, Holdings Channel.com reports. The fund bought 35,130 shares of the company’s stock, valued at approximately $1,040,000.

A number of other institutional investors also recently modified their holdings of SCHV. Valpey Financial Services LLC raised its position in shares of Schwab U.S. Large-Cap Value ETF by 2,913.4% during the fourth quarter. Valpey Financial Services LLC now owns 6,251,249 shares of the company’s stock worth $185,099,000 after purchasing an additional 6,043,804 shares during the period. Wellington Management Group LLP acquired a new position in shares of Schwab U.S. Large-Cap Value ETF during the third quarter worth approximately $68,742,000. Sei Investments Co. raised its position in shares of Schwab U.S. Large-Cap Value ETF by 3.0% during the third quarter. Sei Investments Co. now owns 44,357,295 shares of the company’s stock worth $1,291,242,000 after purchasing an additional 1,295,102 shares during the period. Mather Group LLC. raised its position in shares of Schwab U.S. Large-Cap Value ETF by 3.0% during the fourth quarter. Mather Group LLC. now owns 35,128,777 shares of the company’s stock worth $1,040,163,000 after purchasing an additional 1,023,339 shares during the period. Finally, World Investment Advisors raised its position in shares of Schwab U.S. Large-Cap Value ETF by 628.0% during the fourth quarter. World Investment Advisors now owns 980,974 shares of the company’s stock worth $28,503,000 after purchasing an additional 846,224 shares during the period.

Schwab U.S. Large-Cap Value ETF Stock Up 2.1%

Shares of NYSEARCA:SCHV opened at $34.13 on Friday. The firm has a market capitalization of $15.97 billion, a price-to-earnings ratio of 19.08 and a beta of 0.83. The stock’s 50 day moving average is $32.53 and its 200-day moving average is $31.32. Schwab U.S. Large-Cap Value ETF has a twelve month low of $27.00 and a twelve month high of $34.26.

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