Baring Financial LLC Invests $6.87 Million in Schwab U.S. Large-Cap Value ETF $SCHV

Baring Financial LLC purchased a new position in Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV) during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm purchased 231,950 shares of the company’s stock, valued at approximately $6,868,000. Schwab U.S. Large-Cap Value ETF makes up about 4.2% of Baring Financial LLC’s holdings, making the stock its 4th largest position.

A number of other institutional investors and hedge funds have also recently bought and sold shares of the business. Whitaker Myers Wealth Managers LTD. increased its position in shares of Schwab U.S. Large-Cap Value ETF by 5.9% during the third quarter. Whitaker Myers Wealth Managers LTD. now owns 516,823 shares of the company’s stock valued at $15,045,000 after acquiring an additional 28,754 shares during the last quarter. Perigon Wealth Management LLC lifted its holdings in shares of Schwab U.S. Large-Cap Value ETF by 3.8% in the 3rd quarter. Perigon Wealth Management LLC now owns 601,972 shares of the company’s stock worth $17,523,000 after acquiring an additional 21,895 shares during the last quarter. Cadence Wealth Management LLC lifted its holdings in shares of Schwab U.S. Large-Cap Value ETF by 9.4% in the 3rd quarter. Cadence Wealth Management LLC now owns 208,213 shares of the company’s stock worth $6,061,000 after acquiring an additional 17,853 shares during the last quarter. CENTRAL TRUST Co purchased a new position in shares of Schwab U.S. Large-Cap Value ETF during the 3rd quarter worth approximately $642,000. Finally, Compound Planning Inc. boosted its position in shares of Schwab U.S. Large-Cap Value ETF by 11.1% during the 3rd quarter. Compound Planning Inc. now owns 2,090,688 shares of the company’s stock worth $60,860,000 after purchasing an additional 209,251 shares during the period.

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

Schwab U.S. Large-Cap Value ETF stock opened at $30.22 on Friday. The company has a market capitalization of $14.52 billion, a PE ratio of 19.08 and a beta of 0.90. Schwab U.S. Large-Cap Value ETF has a fifty-two week low of $23.08 and a fifty-two week high of $32.45. The firm has a 50 day moving average price of $31.39 and a 200 day moving average price of $29.98.

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. Large-Cap Value Total Stock Market Index includes the components ranked 1-750 by full market capitalization and that are classified as value. The Index is a float-adjusted market capitalization weighted index.