Diversified Trust Co Invests in Schwab U.S. Large-Cap Value ETF

In the fourth quarter, Diversified Trust Co established a new investment in the Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV). According to reports from Holdings Channel, the institutional investor purchased 8,949 shares, amounting to a value of approximately $233,000.

Additionally, various other institutional investors have recently adjusted their positions in this ETF. In the third quarter, Tidemark LLC made a new investment in the Schwab U.S. Large-Cap Value ETF worth around $32,000. Copley Financial Group Inc. also acquired shares in the same period, investing about $57,000. Moreover, Northwest Investment Counselors LLC entered a new position valued at approximately $67,000.

Versant Capital Management Inc. notably increased its holdings in the Schwab U.S. Large-Cap Value ETF by 182.1% during the fourth quarter, now owning 1,278 shares valued at $33,000 after acquiring an additional 825 shares. Furthermore, Kennebec Savings Bank added a new stake valued at $106,000 during the third quarter.

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

As of the recent trading session, shares of NYSEARCA:SCHV opened at $25.77. The ETF has a 50-day simple moving average of $26.93 and a 200-day simple moving average of $26.29. Over the past year, it recorded a low of $22.84 and a high of $28.19. The current market capitalization stands at $3.72 billion, with a price-to-earnings ratio of 17.88 and a beta of 0.77.

About Schwab U.S. Large-Cap Value ETF

The Schwab U.S. Large-Cap Value ETF aims to replicate the total return performance of the Dow Jones U.S. Large-Cap Value Total Stock Market Index. This index encompasses the large-cap value segment of the Dow Jones U.S. Total Stock Market Index, designed for market investors.

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For those interested in tracking institutional ownership of SCHV, check out recent 13F filings and insider trades.

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Investment, ETF, Schwab