Diversified Trust Co Invests $233,000 in Schwab U.S. Large-Cap Value ETF

In recent financial news, Diversified Trust Co has taken a new position in the Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV). According to reports from Holdings Channel, the institutional investor acquired 8,949 shares of the ETF, which amounts to approximately $233,000. This strategic investment reflects a growing interest among institutional investors in large-cap value investments.

Additionally, several other institutional investors have been actively adjusting their holdings in the Schwab U.S. Large-Cap Value ETF. For instance, Tidemark LLC made a new investment in the ETF during the third quarter, contributing around $32,000. Copley Financial Group Inc. also initiated a new position in the same quarter, valued at approximately $57,000, while Northwest Investment Counselors LLC invested about $67,000. Another notable investor, Versant Capital Management Inc., significantly increased its stake by 182.1% in the fourth quarter, resulting in ownership of 1,278 shares now valued at $33,000. Kennebec Savings Bank also added a new stake in the ETF during the third quarter, valued at $106,000.

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

As of recent trading, shares of the Schwab U.S. Large-Cap Value ETF opened at $25.77. The ETF's 50-day moving average stands at $26.93, while the 200-day moving average is at $26.29. Over the past year, the ETF has reached a low of $22.84 and a high of $28.19. Currently, it has a market capitalization of approximately $3.72 billion, a price-to-earnings ratio of 17.88, and a beta value of 0.77, indicating relatively lower volatility compared to the market.

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

The Schwab U.S. Large-Cap Value ETF aims to track the total return of the Dow Jones U.S. Large-Cap Value Total Stock Market Index. This index represents the large-cap value segment of the overall U.S. stock market, allowing investors access to that segment efficiently.

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For those interested in further exploring other hedge funds that hold shares of SCHV, visiting relevant financial tracking websites can provide insights into their latest activity.

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