XML Financial LLC Boosts Holdings in Schwab U.S. Large-Cap Value ETF $SCHV

XML Financial LLC raised its position in Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV) by 7.2% in the first quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 1,244,250 shares of the company’s stock after acquiring an additional 83,288 shares during the quarter. Schwab U.S. Large-Cap Value ETF makes up about 3.1% of XML Financial LLC’s investment portfolio, making the stock its 3rd largest holding. XML Financial LLC owned 0.26% of Schwab U.S. Large-Cap Value ETF worth $37,950,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors also recently modified their holdings of SCHV. Valpey Financial Services LLC raised its holdings in shares of Schwab U.S. Large-Cap Value ETF by 2,913.4% in the 4th quarter. Valpey Financial Services LLC now owns 6,251,249 shares of the company’s stock valued at $185,099,000 after purchasing an additional 6,043,804 shares during the period. Wellington Management Group LLP acquired a new stake in Schwab U.S. Large-Cap Value ETF in the 3rd quarter valued at about $68,742,000. Sei Investments Co. grew its holdings in 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. grew its holdings in 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 increased its position in 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 $29,047,000 after buying an additional 846,224 shares during the last quarter.

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

NYSEARCA:SCHV opened at $34.56 on Monday. The stock’s 50 day moving average price is $32.97 and its two-hundred day moving average price is $31.55. The firm has a market capitalization of $16.18 billion, a price-to-earnings ratio of 19.08 and a beta of 0.83. Schwab U.S. Large-Cap Value ETF has a 12-month low of $27.01 and a 12-month high of $35.05.

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.