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

Diversified Trust Co has made a significant investment in the Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV), acquiring a new position during the fourth quarter. According to reports from Holdings Channel, the institutional investor purchased 8,949 shares of this ETF, totaling an investment of approximately $233,000.

Other institutional investors have also shown interest in the Schwab U.S. Large-Cap Value ETF recently, with many adjusting their holdings. For example, Tidemark LLC established a new position in the ETF during the third quarter, valued at around $32,000. Copley Financial Group Inc. and Northwest Investment Counselors LLC also entered the market in the third quarter, investing about $57,000 and $67,000, respectively.

Additionally, Versant Capital Management Inc. increased its stake in the ETF by an impressive 182.1% in the fourth quarter, bringing its total to 1,278 shares worth approximately $33,000 after acquiring an additional 825 shares. Also notable is Kennebec Savings Bank, which made a new investment in the Schwab U.S. Large-Cap Value ETF worth around $106,000 during the third quarter.

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

The Schwab U.S. Large-Cap Value ETF opened at $25.77 on Friday. Its performance indicators show a 50-day simple moving average of $26.93 and a 200-day simple moving average of $26.29. The ETF has experienced a 52-week low of $22.84 and a high of $28.19, with a market capitalization of $3.72 billion, a price-to-earnings ratio of 17.88, and a beta of 0.77.

Insights into Schwab U.S. Large-Cap Value ETF's Objectives

The goal of the Schwab U.S. Large-Cap Value ETF is to align its returns with that of the Dow Jones U.S. Large-Cap Value Total Stock Market Index. This index aims to cover the large-cap value segment of the broader U.S. Total Stock Market Index that is available for investors.

Additional Resources and Information

For those interested in tracking institutional investments and changes in holdings related to the Schwab U.S. Large-Cap Value ETF, the latest 13F filings and insider trades are available for review. Regular updates on news and analyst ratings for the ETF can also be accessed through various financial news platforms.

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