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

Diversified Trust Co has established a new investment in Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV) during the fourth quarter. According to reports from Holdings Channel, this institutional investor purchased 8,949 shares of the ETF, which amounts to approximately $233,000.

In addition to Diversified Trust Co, several other institutional investors have also adjusted their positions in the Schwab U.S. Large-Cap Value ETF recently. For instance, Tidemark LLC secured a new stake in the ETF during the third quarter, amounting to about $32,000. Similarly, Copley Financial Group Inc. acquired about $57,000 worth of shares in the same period. Northwest Investment Counselors LLC also bought a new stake in the ETF during the third quarter valued at approximately $67,000.

Versant Capital Management Inc. notably increased its holdings in Schwab U.S. Large-Cap Value ETF by 182.1% in the fourth quarter. After acquiring an additional 825 shares, Versant now possesses 1,278 shares valued at around $33,000. Additionally, Kennebec Savings Bank made a new investment in the ETF during the third quarter worth $106,000.

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

The shares of the Schwab U.S. Large-Cap Value ETF opened at $25.77 on Friday. The ETF's 50-day simple moving average stands at $26.93, while the 200-day simple moving average is $26.29. Over the past year, the ETF has reached a low of $22.84 and a high of $28.19. With a market capitalization of $3.72 billion, it features a price-to-earnings ratio of 17.88 and a beta of 0.77.

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

The Schwab U.S. Large-Cap Value ETF aims to track 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 Dow Jones U.S. Total Stock Market Index, which is available to investors in the marketplace.

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For a look at what other investment funds are holding shares in SCHV, you can visit HoldingsChannel.com for the latest 13F filings and insider trading activities related to Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV).

Investment, ETF, Stocks