Birchwood Financial Partners Inc. Makes New $740,000 Investment in Schwab U.S. Large-Cap Value ETF $SCHV

Birchwood Financial Partners Inc. purchased a new stake in Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV) during the fourth quarter, according to the company in its most recent disclosure with the SEC. The firm purchased 24,990 shares of the company’s stock, valued at approximately $740,000.

Several other hedge funds and other institutional investors have also made changes to their positions in the stock. Vanguard Capital Wealth Advisors raised its holdings in Schwab U.S. Large-Cap Value ETF by 0.8% in the fourth quarter. Vanguard Capital Wealth Advisors now owns 42,866 shares of the company’s stock valued at $1,269,000 after acquiring an additional 333 shares in the last quarter. Hengehold Capital Management LLC grew its holdings in Schwab U.S. Large-Cap Value ETF by 3.4% during the 4th quarter. Hengehold Capital Management LLC now owns 10,590 shares of the company’s stock worth $314,000 after acquiring an additional 353 shares in the last quarter. DHJJ Financial Advisors Ltd. increased its position in shares of Schwab U.S. Large-Cap Value ETF by 3.9% in the 4th quarter. DHJJ Financial Advisors Ltd. now owns 9,403 shares of the company’s stock valued at $278,000 after purchasing an additional 355 shares during the last quarter. Haverford Trust Co increased its position in shares of Schwab U.S. Large-Cap Value ETF by 0.9% in the 4th quarter. Haverford Trust Co now owns 41,083 shares of the company’s stock valued at $1,216,000 after purchasing an additional 372 shares during the last quarter. Finally, JFS Wealth Advisors LLC raised its holdings in shares of Schwab U.S. Large-Cap Value ETF by 3.8% in the 3rd quarter. JFS Wealth Advisors LLC now owns 10,347 shares of the company’s stock valued at $301,000 after purchasing an additional 378 shares in the last quarter.

Schwab U.S. Large-Cap Value ETF Trading Up 0.6%

Schwab U.S. Large-Cap Value ETF stock opened at $34.56 on Friday. The stock has a market cap of $16.18 billion, a P/E ratio of 19.08 and a beta of 0.83. The company has a fifty day simple moving average of $32.91 and a 200-day simple moving average of $31.51. Schwab U.S. Large-Cap Value ETF has a 12-month low of $27.01 and a 12-month high of $35.05.

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. 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.