Concurrent Investment Advisors LLC Increases Holdings in Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV)

Concurrent Investment Advisors LLC increased its holdings in shares of Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV) by 214.3% in the fourth quarter, Holdings Channel reports. The firm owned 69,872 shares of the company’s stock after acquiring an additional 47,639 shares during the period. Concurrent Investment Advisors LLC’s holdings in Schwab U.S. Large-Cap Value ETF were worth $1,822,000 as of its most recent SEC filing.

Other institutional investors have also recently added to or reduced their stakes in the company. Tidemark LLC purchased a new stake in Schwab U.S. Large-Cap Value ETF during the 3rd quarter worth $32,000. Copley Financial Group Inc. purchased a new position in Schwab U.S. Large-Cap Value ETF in the 3rd quarter valued at about $57,000. First PREMIER Bank boosted its position in Schwab U.S. Large-Cap Value ETF by 200.0% in the 4th quarter. First PREMIER Bank now owns 1,035 shares of the company’s stock valued at $27,000 after buying an additional 690 shares during the last quarter. Olistico Wealth LLC boosted its position in Schwab U.S. Large-Cap Value ETF by 200.0% in the 4th quarter. Olistico Wealth LLC now owns 1,236 shares of the company’s stock valued at $32,000 after buying an additional 824 shares during the last quarter. Finally, Versant Capital Management Inc boosted its position in Schwab U.S. Large-Cap Value ETF by 182.1% in the 4th quarter. Versant Capital Management Inc now owns 1,278 shares of the company’s stock valued at $33,000 after buying an additional 825 shares during the last quarter.

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

NYSEARCA:SCHV opened at $27.24 on Friday. The firm has a 50-day moving average of $26.71 and a two-hundred day moving average of $26.68. The stock has a market cap of $3.93 billion, a P/E ratio of 17.88 and a beta of 0.77. Schwab U.S. Large-Cap Value ETF has a 1-year low of $23.84 and a 1-year high of $28.19.

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.