Westbourne Investment Advisors Inc. Acquires 25,316 Shares of Schwab U.S. Large-Cap Value ETF $SCHV

by · The Cerbat Gem

Westbourne Investment Advisors Inc. grew its holdings in Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV – Free Report) by 17.1% in the third quarter, according to its most recent filing with the Securities & Exchange Commission. The institutional investor owned 173,699 shares of the company’s stock after buying an additional 25,316 shares during the period. Schwab U.S. Large-Cap Value ETF makes up 1.4% of Westbourne Investment Advisors Inc.’s portfolio, making the stock its 26th largest holding. Westbourne Investment Advisors Inc.’s holdings in Schwab U.S. Large-Cap Value ETF were worth $5,056,000 as of its most recent SEC filing.

Several other hedge funds have also recently made changes to their positions in SCHV. Brighton Jones LLC grew its position in Schwab U.S. Large-Cap Value ETF by 282.6% in the fourth quarter. Brighton Jones LLC now owns 28,473 shares of the company’s stock worth $742,000 after acquiring an additional 21,031 shares in the last quarter. Revolve Wealth Partners LLC raised its position in Schwab U.S. Large-Cap Value ETF by 200.2% during the fourth quarter. Revolve Wealth Partners LLC now owns 20,879 shares of the company’s stock valued at $544,000 after purchasing an additional 13,925 shares during the period. Russell Investments Group Ltd. lifted its stake in shares of Schwab U.S. Large-Cap Value ETF by 40.1% in the 1st quarter. Russell Investments Group Ltd. now owns 5,951 shares of the company’s stock valued at $158,000 after purchasing an additional 1,703 shares during the last quarter. Ieq Capital LLC boosted its holdings in shares of Schwab U.S. Large-Cap Value ETF by 94.4% in the 1st quarter. Ieq Capital LLC now owns 84,452 shares of the company’s stock worth $2,245,000 after purchasing an additional 41,019 shares during the period. Finally, Calton & Associates Inc. purchased a new position in shares of Schwab U.S. Large-Cap Value ETF in the 1st quarter worth approximately $398,000.

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

NYSEARCA:SCHV opened at $29.88 on Tuesday. The firm has a market capitalization of $14.14 billion, a PE ratio of 19.08 and a beta of 0.90. The stock’s fifty day moving average is $29.28 and its 200 day moving average is $28.68. Schwab U.S. Large-Cap Value ETF has a fifty-two week low of $23.08 and a fifty-two week high of $29.99.

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

(Free Report)

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.

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