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Concourse Financial Group Securities Inc. owns $159,000 in Schwab US Large-Cap Value ETF (NYSEARCA:SCHV)

Concourse Financial Group Securities Inc. lessened its position in Schwab US Large-Cap Value ETF (NYSEARCA:SCHV – Free Report ) by 44.6% during the 2nd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 2,134 shares of the company’s stock after selling 1,718 shares during the period. The holdings of Concourse Financial Group Securities Inc. in Schwab US Large-Cap Value ETF were worth $159,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors have also recently added to or reduced their stakes in the company. SRS Capital Advisors Inc. raised its position in shares of Schwab US Large-Cap Value ETF by 476.2% during the 4th quarter. SRS Capital Advisors Inc. now owns 363 shares of the company’s stock valued at $25,000 after acquiring an additional 300 shares in the last quarter. Scarborough Advisors LLC bought a new position in Schwab US Large-Cap Value ETF in the fourth quarter valued at approximately $32,000. Family Capital Trust Co purchased a new position in shares of Schwab US Large-Cap Value ETF in the first quarter worth about $33,000. First Personal Financial Services bought a new stake in shares of Schwab US Large-Cap Value ETF in the first quarter valued at about $35,000. Finally, Olistico Wealth LLC purchased a new stake in shares of Schwab US Large-Cap Value ETF in the second quarter valued at about $36,000.

Stock performance of the Schwab US Large-Cap Value ETF

Shares of NYSEARCA SCHV opened at $78.48 on Friday. Schwab US Large-Cap Value ETF has a 52-week low of $60.99 and a 52-week high of $78.54. The stock has a market cap of $11.33 billion, a P/E ratio of 17.88 and a beta of 0.77. The firm has a 50-day moving average price of $75.53 and a 200-day moving average price of $74.36.

Company Profile for Schwab US Large-Cap Value ETF

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The purpose of the Schwab US Large-Cap Value ETF (the Fund) is to track the total return of the Dow Jones US Large-Cap Value Total Stock Market Index (the Index). The Fund’s index includes the high value portion of the Dow Jones US Total Stock Market Index available to market investors. Dow Jones USA

See Also

Institutional Ownership by Quarter for Schwab US Large-Cap Value ETF (NYSEARCA:SCHV)

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