Meritage Portfolio Management Grows Stock Position in Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV)

Meritage Portfolio Management lifted its position in Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV) by 270.2% during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 38,530 shares of the company’s stock after acquiring an additional 28,122 shares during the period. Meritage Portfolio Management’s holdings in Schwab U.S. Large-Cap Value ETF were worth $1,004,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other large investors have also recently made changes to their positions in the company. First PREMIER Bank lifted its holdings 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 purchasing an additional 690 shares in the last quarter. Tidemark LLC acquired a new stake in shares of Schwab U.S. Large-Cap Value ETF in the third quarter valued at about $32,000. Olistico Wealth LLC raised its position in shares of Schwab U.S. Large-Cap Value ETF by 200.0% in the fourth 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. Versant Capital Management Inc lifted its stake in shares of Schwab U.S. Large-Cap Value ETF by 182.1% in the fourth quarter. Versant Capital Management Inc now owns 1,278 shares of the company’s stock worth $33,000 after buying an additional 825 shares in the last quarter. Finally, Fortitude Family Office LLC boosted its position in Schwab U.S. Large-Cap Value ETF by 202.0% during the fourth quarter. Fortitude Family Office LLC now owns 1,646 shares of the company’s stock worth $43,000 after acquiring an additional 1,101 shares during the last quarter.

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

Shares of NYSEARCA SCHV opened at $27.23 on Thursday. The stock has a market cap of $3.93 billion, a PE ratio of 17.88 and a beta of 0.77. Schwab U.S. Large-Cap Value ETF has a 12-month low of $23.35 and a 12-month high of $28.19. The company has a 50-day moving average of $26.78 and a 200 day moving average of $26.54.

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.