Atomi Financial Group Inc. Boosts Holdings in Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV)

Atomi Financial Group Inc. raised its position in Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV) by 215.4% in the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 1,357,798 shares of the company’s stock after acquiring an additional 927,284 shares during the period. Schwab U.S. Large-Cap Value ETF makes up approximately 1.8% of Atomi Financial Group Inc.’s holdings, making the stock its 11th biggest holding. Atomi Financial Group Inc. owned 0.94% of Schwab U.S. Large-Cap Value ETF worth $35,398,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds have also bought and sold shares of SCHV. Copley Financial Group Inc. acquired a new position in shares of Schwab U.S. Large-Cap Value ETF during the third quarter valued at about $57,000. Denver PWM LLC increased its stake in Schwab U.S. Large-Cap Value ETF by 1.6% during the 3rd quarter. Denver PWM LLC now owns 230,667 shares of the company’s stock valued at $18,539,000 after purchasing an additional 3,607 shares in the last quarter. Pine Valley Investments Ltd Liability Co raised its holdings in shares of Schwab U.S. Large-Cap Value ETF by 38.4% in 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. Sculati Wealth Management LLC lifted its stake in shares of Schwab U.S. Large-Cap Value ETF by 106.6% during the third quarter. Sculati Wealth Management LLC now owns 62,397 shares of the company’s stock worth $4,741,000 after buying an additional 32,192 shares during the period. Finally, Destination Wealth Management acquired a new stake in shares of Schwab U.S. Large-Cap Value ETF during the third quarter worth $278,000.

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

NYSEARCA SCHV opened at $26.88 on Tuesday. The company has a market cap of $3.88 billion, a price-to-earnings ratio of 17.88 and a beta of 0.77. The stock’s fifty day moving average price is $26.85 and its 200 day moving average price is $26.38. Schwab U.S. Large-Cap Value ETF has a 1 year low of $22.84 and a 1 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.