Black Diamond Financial LLC Grows Holdings in Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV)

Posted by Caroline Horne on Sep 16th, 2024

Black Diamond Financial LLC boosted its holdings in Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV – Free Report) by 22.3% in the second quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 312,884 shares of the company’s stock after buying an additional 57,116 shares during the quarter. Schwab U.S. Large-Cap Value ETF makes up approximately 4.5% of Black Diamond Financial LLC’s investment portfolio, making the stock its 3rd largest position. Black Diamond Financial LLC owned 0.22% of Schwab U.S. Large-Cap Value ETF worth $23,178,000 at the end of the most recent quarter.

Several other hedge funds have also added to or reduced their stakes in the business. Scarborough Advisors LLC bought a new position in shares of Schwab U.S. Large-Cap Value ETF during the fourth quarter valued at $32,000. First Personal Financial Services acquired a new stake in Schwab U.S. Large-Cap Value ETF in the first quarter valued at $35,000. Olistico Wealth LLC bought a new position in Schwab U.S. Large-Cap Value ETF during the 2nd quarter worth $36,000. Future Financial Wealth Managment LLC acquired a new position in Schwab U.S. Large-Cap Value ETF during the 1st quarter worth about $38,000. Finally, Mitchell Sinkler & Starr PA acquired a new position in Schwab U.S. Large-Cap Value ETF during the 1st quarter worth about $38,000.

Schwab U.S. Large-Cap Value ETF Trading Up 0.7 %

Shares of SCHV stock opened at $78.74 on Monday. Schwab U.S. Large-Cap Value ETF has a 1-year low of $60.99 and a 1-year high of $79.59. The stock has a market cap of $11.37 billion, a price-to-earnings ratio of 17.88 and a beta of 0.77. The stock has a 50-day moving average of $76.75 and a 200-day moving average of $75.08.

Schwab U.S. Large-Cap Value ETF 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.