Sage Financial Group Inc. Has $20.70 Million Stock Holdings in Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV)

Sage Financial Group Inc. raised its stake in Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV) by 193.5% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 794,055 shares of the company’s stock after buying an additional 523,510 shares during the period. Schwab U.S. Large-Cap Value ETF comprises about 1.7% of Sage Financial Group Inc.’s investment portfolio, making the stock its 10th biggest position. Sage Financial Group Inc.’s holdings in Schwab U.S. Large-Cap Value ETF were worth $20,701,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other institutional investors and hedge funds have also recently made changes to their positions in the company. NewEdge Advisors LLC boosted its stake in Schwab U.S. Large-Cap Value ETF by 12.2% in the second quarter. NewEdge Advisors LLC now owns 12,493 shares of the company’s stock worth $926,000 after buying an additional 1,356 shares in the last quarter. B. Riley Wealth Advisors Inc. boosted its stake in shares of Schwab U.S. Large-Cap Value ETF by 17.1% in the 2nd quarter. B. Riley Wealth Advisors Inc. now owns 17,976 shares of the company’s stock valued at $1,340,000 after purchasing an additional 2,623 shares in the last quarter. EP Wealth Advisors LLC grew its holdings in shares of Schwab U.S. Large-Cap Value ETF by 4.6% during the 2nd quarter. EP Wealth Advisors LLC now owns 42,282 shares of the company’s stock valued at $3,132,000 after purchasing an additional 1,878 shares during the last quarter. New Century Financial Group LLC purchased a new position in Schwab U.S. Large-Cap Value ETF in the 2nd quarter worth $207,000. Finally, Strategic Investment Solutions Inc. IL bought a new stake in Schwab U.S. Large-Cap Value ETF in the second quarter worth $265,000.

Schwab U.S. Large-Cap Value ETF Stock Down 0.1 %

NYSEARCA SCHV opened at $27.09 on Thursday. The company has a 50-day simple moving average of $26.84 and a two-hundred day simple moving average of $26.48. Schwab U.S. Large-Cap Value ETF has a 12-month low of $23.35 and a 12-month high of $28.19. The firm has a market cap of $3.91 billion, a price-to-earnings ratio of 17.88 and a beta of 0.77.

About Schwab U.S. Large-Cap Value ETF

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.