Marshall Financial Group Inc. ADV Increases Position in Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV)

Marshall Financial Group Inc. ADV lifted its holdings in shares of Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV) by 2.0% during the 2nd quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 306,902 shares of the company’s stock after purchasing an additional 5,967 shares during the period. Schwab U.S. Large-Cap Value ETF accounts for about 7.9% of Marshall Financial Group Inc. ADV’s portfolio, making the stock its 3rd biggest position. Marshall Financial Group Inc. ADV’s holdings in Schwab U.S. Large-Cap Value ETF were worth $20,590,000 at the end of the most recent quarter.

Other institutional investors and hedge funds also recently made changes to their positions in the company. International Assets Investment Management LLC bought a new position in Schwab U.S. Large-Cap Value ETF in the second quarter worth approximately $761,000. Gill Capital Partners LLC boosted its holdings in Schwab U.S. Large-Cap Value ETF by 1.3% in the second quarter. Gill Capital Partners LLC now owns 113,699 shares of the company’s stock worth $7,628,000 after acquiring an additional 1,492 shares in the last quarter. Bartlett & Co. LLC boosted its holdings in Schwab U.S. Large-Cap Value ETF by 12.3% in the second quarter. Bartlett & Co. LLC now owns 6,489 shares of the company’s stock worth $435,000 after acquiring an additional 711 shares in the last quarter. Main Street Financial Solutions LLC boosted its holdings in Schwab U.S. Large-Cap Value ETF by 114.8% in the second quarter. Main Street Financial Solutions LLC now owns 9,767 shares of the company’s stock worth $655,000 after acquiring an additional 5,220 shares in the last quarter. Finally, Carret Asset Management LLC boosted its holdings in Schwab U.S. Large-Cap Value ETF by 7.3% in the second quarter. Carret Asset Management LLC now owns 4,420 shares of the company’s stock worth $297,000 after acquiring an additional 300 shares in the last quarter.

Schwab U.S. Large-Cap Value ETF Stock Up 0.4 %

NYSEARCA:SCHV traded up $0.27 on Friday, hitting $65.82. The stock had a trading volume of 390,386 shares, compared to its average volume of 403,414. The business’s fifty day moving average is $64.38 and its 200 day moving average is $65.83. The company has a market cap of $9.60 billion, a PE ratio of 14.67 and a beta of 0.94. Schwab U.S. Large-Cap Value ETF has a 52 week low of $60.99 and a 52 week high of $69.64.

Schwab U.S. Large-Cap Value ETF Company 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.