Eagle Harbor Asset Management Inc. ADV Makes New Investment in Schwab U.S. Large-Cap Value ETF $SCHV

Eagle Harbor Asset Management Inc. ADV purchased a new position in Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV) during the third quarter, HoldingsChannel.com reports. The fund purchased 42,474 shares of the company’s stock, valued at approximately $1,415,000. Schwab U.S. Large-Cap Value ETF makes up about 1.1% of Eagle Harbor Asset Management Inc. ADV’s investment portfolio, making the stock its 26th largest position.

Other hedge funds and other institutional investors have also modified their holdings of the company. Horizons Wealth Management acquired a new stake in Schwab U.S. Large-Cap Value ETF during the third quarter worth about $28,000. Ascentis Independent Advisors acquired a new position in Schwab U.S. Large-Cap Value ETF in the first quarter valued at approximately $32,000. NI Acquisitions Company LLC acquired a new position in Schwab U.S. Large-Cap Value ETF in the second quarter valued at approximately $34,000. Strategic Wealth Advisors LLC boosted its stake in Schwab U.S. Large-Cap Value ETF by 95.6% in the first quarter. Strategic Wealth Advisors LLC now owns 1,526 shares of the company’s stock valued at $46,000 after acquiring an additional 746 shares during the period. Finally, Advisortrust Partners LLC bought a new position in shares of Schwab U.S. Large-Cap Value ETF during the first quarter valued at approximately $58,000.

Schwab U.S. Large-Cap Value ETF Trading Up 1.0%

NYSEARCA:SCHV opened at $34.34 on Wednesday. The stock has a 50 day moving average of $34.31 and a 200-day moving average of $33.73. The firm has a market capitalization of $15.56 billion, a PE ratio of 19.08 and a beta of 0.83. Schwab U.S. Large-Cap Value ETF has a 52 week low of $28.29 and a 52 week high of $35.49.

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.