NorthStar Asset Management LLC NJ Has $691,000 Holdings in Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV)

NorthStar Asset Management LLC NJ lifted its holdings in Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV) by 201.1% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 26,521 shares of the company’s stock after purchasing an additional 17,714 shares during the quarter. NorthStar Asset Management LLC NJ’s holdings in Schwab U.S. Large-Cap Value ETF were worth $691,000 as of its most recent SEC filing.

Several other large investors have also added to or reduced their stakes in the business. Copley Financial Group Inc. acquired a new position in shares of Schwab U.S. Large-Cap Value ETF during the 3rd quarter worth approximately $57,000. Denver PWM LLC grew its stake in shares of Schwab U.S. Large-Cap Value ETF by 1.6% in the third quarter. Denver PWM LLC now owns 230,667 shares of the company’s stock valued at $18,539,000 after buying an additional 3,607 shares in the last quarter. Pine Valley Investments Ltd Liability Co increased its holdings in Schwab U.S. Large-Cap Value ETF by 38.4% during the third quarter. Pine Valley Investments Ltd Liability Co now owns 4,310 shares of the company’s stock worth $346,000 after buying an additional 1,195 shares during the last quarter. Destination Wealth Management bought a new stake in Schwab U.S. Large-Cap Value ETF during the third quarter worth $278,000. Finally, Sculati Wealth Management LLC lifted its stake in Schwab U.S. Large-Cap Value ETF by 106.6% in the third quarter. Sculati Wealth Management LLC now owns 62,397 shares of the company’s stock valued at $4,741,000 after acquiring an additional 32,192 shares during the last quarter.

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

Shares of SCHV opened at $27.12 on Wednesday. The company has a market cap of $3.92 billion, a PE ratio of 17.88 and a beta of 0.77. The firm has a 50-day moving average of $26.84 and a 200-day moving average of $26.48. Schwab U.S. Large-Cap Value ETF has a one year low of $23.35 and a one year high of $28.19.

Schwab U.S. Large-Cap Value ETF 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.