Bell Investment Advisors Inc Purchases 8,244 Shares of Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV)

Bell Investment Advisors Inc boosted its position in Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV) by 200.0% in the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 12,366 shares of the company’s stock after buying an additional 8,244 shares during the period. Bell Investment Advisors Inc’s holdings in Schwab U.S. Large-Cap Value ETF were worth $322,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors have also added to or reduced their stakes in the company. Verdence Capital Advisors LLC increased its holdings in Schwab U.S. Large-Cap Value ETF by 23.3% during the 3rd quarter. Verdence Capital Advisors LLC now owns 4,249 shares of the company’s stock worth $341,000 after purchasing an additional 802 shares in the last quarter. XML Financial LLC increased its holdings in Schwab U.S. Large-Cap Value ETF by 3.4% during the 3rd quarter. XML Financial LLC now owns 384,293 shares of the company’s stock worth $30,886,000 after purchasing an additional 12,675 shares in the last quarter. Summit Wealth & Retirement Planning Inc. increased its holdings in Schwab U.S. Large-Cap Value ETF by 3.4% during the 3rd quarter. Summit Wealth & Retirement Planning Inc. now owns 540,114 shares of the company’s stock worth $43,409,000 after purchasing an additional 17,888 shares in the last quarter. Kennebec Savings Bank bought a new stake in Schwab U.S. Large-Cap Value ETF during the 3rd quarter worth approximately $106,000. Finally, Catalytic Wealth RIA LLC bought a new stake in Schwab U.S. Large-Cap Value ETF during the 3rd quarter worth approximately $355,000.

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

Shares of SCHV opened at $26.92 on Monday. The stock has a 50 day moving average price of $26.89 and a two-hundred day moving average price of $26.84. The firm has a market capitalization of $12.07 billion, a P/E ratio of 19.93 and a beta of 0.96. Schwab U.S. Large-Cap Value ETF has a 52 week low of $23.84 and a 52 week high of $28.19.

Schwab U.S. Large-Cap Value ETF 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.