Diversified Trust Co Invests $233,000 in Schwab U.S. Large-Cap Value ETF

Diversified Trust Co has taken 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 acquired 8,949 shares, which are valued at about $233,000.

In addition to Diversified Trust Co, several other institutional investors have also made recent changes to their stakes in the ETF. For instance, Tidemark LLC established a new position during the third quarter, investing approximately $32,000. Similarly, Copley Financial Group Inc. bought shares worth around $57,000 during the same period. Another investor, Northwest Investment Counselors LLC, purchased a new stake valued at approximately $67,000. Furthermore, Versant Capital Management Inc. increased its holdings in Schwab U.S. Large-Cap Value ETF by 182.1% in the fourth quarter, owning 1,278 shares after an additional purchase of 825 shares, totaling about $33,000. Kennebec Savings Bank also entered the market by acquiring a new stake worth $106,000 in the third quarter.

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 stands at $26.93, while the 200-day simple moving average is $26.29. The Schwab U.S. Large-Cap Value ETF has recorded a 52-week low of $22.84 and a high of $28.19. Currently, it has a market capitalization of $3.72 billion, a price-to-earnings ratio of 17.88, and a beta of 0.77.

About 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 encompasses the large-cap value segment of the broader Dow Jones U.S. Total Stock Market Index available to investors.

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To find out more about what other hedge funds are holding SCHV, you can visit reputable financial websites.

ETF, Investment, Stocks