XML Financial LLC Acquires 813,162 Shares of Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV)

XML Financial LLC boosted its holdings in shares of Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV) by 211.6% in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 1,197,455 shares of the company’s stock after purchasing an additional 813,162 shares during the period. Schwab U.S. Large-Cap Value ETF comprises approximately 2.9% of XML Financial LLC’s investment portfolio, making the stock its 4th biggest holding. XML Financial LLC owned approximately 0.83% of Schwab U.S. Large-Cap Value ETF worth $31,218,000 as of its most recent SEC filing.

Several other hedge funds also recently added to or reduced their stakes in the business. Bank of New York Mellon Corp acquired a new stake in shares of Schwab U.S. Large-Cap Value ETF during the 2nd quarter worth approximately $255,000. AE Wealth Management LLC boosted its holdings in Schwab U.S. Large-Cap Value ETF by 4.7% during the second quarter. AE Wealth Management LLC now owns 13,788 shares of the company’s stock worth $1,021,000 after buying an additional 620 shares in the last quarter. Thrivent Financial for Lutherans grew its position in Schwab U.S. Large-Cap Value ETF by 3.7% during the second quarter. Thrivent Financial for Lutherans now owns 400,608 shares of the company’s stock valued at $29,677,000 after buying an additional 14,438 shares during the period. Elgethun Capital Management increased its holdings in Schwab U.S. Large-Cap Value ETF by 4.2% in the second quarter. Elgethun Capital Management now owns 20,514 shares of the company’s stock valued at $1,520,000 after buying an additional 827 shares in the last quarter. Finally, MidWestOne Financial Group Inc. raised its position in shares of Schwab U.S. Large-Cap Value ETF by 15.3% in the second quarter. MidWestOne Financial Group Inc. now owns 93,085 shares of the company’s stock worth $6,896,000 after acquiring an additional 12,341 shares during the period.

Schwab U.S. Large-Cap Value ETF Stock Up 1.2 %

SCHV stock opened at $27.21 on Wednesday. Schwab U.S. Large-Cap Value ETF has a 52-week low of $23.25 and a 52-week high of $28.19. The firm has a market cap of $3.93 billion, a P/E ratio of 17.88 and a beta of 0.77. The company’s 50-day simple moving average is $26.85 and its 200-day simple moving average is $26.38.

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