Diversified Trust Co Invests in Schwab U.S. Large-Cap Value ETF

Diversified Trust Co has recently established a new position in the Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV) during the fourth quarter, as reported by Holdings Channel. The institutional investor purchased 8,949 shares of the ETF, which is valued at approximately $233,000.

In addition to Diversified Trust Co, several other institutional investors have also modified their stakes in this fund. Tidemark LLC added a new position during the third quarter, valued at about $32,000. Copley Financial Group Inc. also invested in the ETF in the third quarter, purchasing shares worth around $57,000. Moreover, Northwest Investment Counselors LLC made a new investment during the same quarter, spending approximately $67,000.

Versant Capital Management Inc. expanded its holdings in the Schwab U.S. Large-Cap Value ETF by 182.1% in the fourth quarter. After acquiring an additional 825 shares, their total ownership now stands at 1,278 shares, worth $33,000. Lastly, Kennebec Savings Bank made a new investment worth $106,000 during the third quarter.

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

As of Friday, shares of NYSEARCA:SCHV opened at $25.77. The ETF's 50-day simple moving average is $26.93, while the 200-day simple moving average is $26.29. The fund has experienced a fifty-two week low of $22.84 and a high of $28.19. Currently, it holds a market capitalization of $3.72 billion, with a price-to-earnings ratio of 17.88 and a beta of 0.77.

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

The Schwab U.S. Large-Cap Value ETF aims to replicate the total return of the Dow Jones U.S. Large-Cap Value Total Stock Market Index. This index includes the large-cap value component of the Dow Jones U.S. Total Stock Market Index, available to investors in the marketplace.

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Interested in seeing what other hedge funds are holding SCHV? You can find the latest 13F filings and insider trades for the Schwab U.S. Large-Cap Value ETF.

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