Northeast Financial Group Inc. Grows Holdings in Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV)

Northeast Financial Group Inc. raised its holdings in shares of Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV) by 242.2% during the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 178,639 shares of the company’s stock after acquiring an additional 126,441 shares during the quarter. Schwab U.S. Large-Cap Value ETF makes up about 1.7% of Northeast Financial Group Inc.’s investment portfolio, making the stock its 17th biggest position. Northeast Financial Group Inc.’s holdings in Schwab U.S. Large-Cap Value ETF were worth $4,657,000 at the end of the most recent quarter.

A number of other hedge funds have also recently made changes to their positions in SCHV. Gemmer Asset Management LLC raised its stake in Schwab U.S. Large-Cap Value ETF by 206.9% during the 4th quarter. Gemmer Asset Management LLC now owns 4,188,511 shares of the company’s stock valued at $109,194,000 after purchasing an additional 2,823,773 shares during the period. Financial Advisors LLC grew its holdings in Schwab U.S. Large-Cap Value ETF by 197.8% during the 4th quarter. Financial Advisors LLC now owns 2,724,819 shares of the company’s stock valued at $71,036,000 after buying an additional 1,809,770 shares in the last quarter. Wealth Enhancement Advisory Services LLC raised its position in shares of Schwab U.S. Large-Cap Value ETF by 2.6% during the fourth quarter. Wealth Enhancement Advisory Services LLC now owns 2,615,791 shares of the company’s stock valued at $68,194,000 after buying an additional 66,180 shares during the last quarter. Krilogy Financial LLC lifted its holdings in shares of Schwab U.S. Large-Cap Value ETF by 150.7% in the fourth quarter. Krilogy Financial LLC now owns 2,205,034 shares of the company’s stock worth $57,485,000 after buying an additional 1,325,485 shares in the last quarter. Finally, CX Institutional boosted its position in shares of Schwab U.S. Large-Cap Value ETF by 324.3% during the fourth quarter. CX Institutional now owns 1,843,143 shares of the company’s stock worth $48,051,000 after acquiring an additional 1,408,706 shares during the last quarter.

Schwab U.S. Large-Cap Value ETF Trading Up 0.4 %

Shares of SCHV stock opened at $27.23 on Thursday. The stock has a market capitalization of $3.93 billion, a price-to-earnings 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 stock’s 50-day moving average price is $26.84 and its 200-day moving average price is $26.48.

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.