Fortune Financial Group Inc. Makes New $476,000 Investment in Schwab U.S. Large-Cap Value ETF $SCHV

Fortune Financial Group Inc. bought a new position in Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV) in the 4th quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund bought 15,221 shares of the company’s stock, valued at approximately $476,000.

Several other large investors have also bought and sold shares of SCHV. Valpey Financial Services LLC raised its holdings in Schwab U.S. Large-Cap Value ETF by 2,913.4% in the fourth quarter. Valpey Financial Services LLC now owns 6,251,249 shares of the company’s stock worth $185,099,000 after buying an additional 6,043,804 shares during the last quarter. Wellington Management Group LLP purchased a new position in Schwab U.S. Large-Cap Value ETF in the third quarter worth about $68,742,000. Sei Investments Co. raised its holdings in Schwab U.S. Large-Cap Value ETF by 3.0% in the third quarter. Sei Investments Co. now owns 44,357,295 shares of the company’s stock worth $1,291,242,000 after buying an additional 1,295,102 shares during the last quarter. Mather Group LLC. raised its holdings in Schwab U.S. Large-Cap Value ETF by 3.0% in the fourth quarter. Mather Group LLC. now owns 35,128,777 shares of the company’s stock worth $1,040,163,000 after buying an additional 1,023,339 shares during the last quarter. Finally, World Investment Advisors lifted its holdings in shares of Schwab U.S. Large-Cap Value ETF by 628.0% during the fourth quarter. World Investment Advisors now owns 980,974 shares of the company’s stock valued at $28,503,000 after purchasing an additional 846,224 shares in the last quarter.

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

Shares of NYSEARCA:SCHV opened at $33.44 on Thursday. The company has a market cap of $15.65 billion, a P/E ratio of 19.08 and a beta of 0.83. Schwab U.S. Large-Cap Value ETF has a 1 year low of $27.00 and a 1 year high of $34.26. The stock’s fifty day moving average price is $32.46 and its 200-day moving average price is $31.29.

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.