UMA Financial Services Inc. Makes New $335,000 Investment in Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV)

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UMA Financial Services Inc. purchased a new position in shares of Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV) during the third quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund purchased 5,680 shares of the company’s stock, valued at approximately $335,000.

A number of other hedge funds have also recently modified their holdings of SCHV. FMR LLC raised its stake in Schwab U.S. Large-Cap Value ETF by 7.1% during the first quarter. FMR LLC now owns 14,032 shares of the company’s stock worth $768,000 after purchasing an additional 935 shares during the period. Fagan Associates Inc. raised its stake in Schwab U.S. Large-Cap Value ETF by 17.3% during the second quarter. Fagan Associates Inc. now owns 12,411 shares of the company’s stock worth $697,000 after purchasing an additional 1,826 shares during the period. SevenBridge Financial Group LLC purchased a new position in Schwab U.S. Large-Cap Value ETF during the second quarter worth about $38,000. NEXT Financial Group Inc purchased a new position in Schwab U.S. Large-Cap Value ETF during the second quarter worth about $1,046,000. Finally, YorkBridge Wealth Partners LLC raised its stake in Schwab U.S. Large-Cap Value ETF by 112.5% during the second quarter. YorkBridge Wealth Partners LLC now owns 3,400 shares of the company’s stock worth $191,000 after purchasing an additional 1,800 shares during the period.

SCHV stock traded up $0.48 during trading on Wednesday, reaching $58.70. 210,700 shares of the stock were exchanged, compared to its average volume of 565,943. The business has a 50 day moving average price of $58.07 and a 200-day moving average price of $56.36. Schwab U.S. Large-Cap Value ETF has a 1 year low of $46.25 and a 1 year high of $59.37.

About Schwab U.S. Large-Cap Value ETF

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.

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

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