Perigon Wealth Management LLC Grows Holdings in Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV)

Perigon Wealth Management LLC boosted its stake in Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV) by 2.4% during the 1st quarter, according to the company in its most recent disclosure with the SEC. The firm owned 584,372 shares of the company’s stock after acquiring an additional 13,569 shares during the period. Perigon Wealth Management LLC’s holdings in Schwab U.S. Large-Cap Value ETF were worth $15,533,000 as of its most recent filing with the SEC.

Other hedge funds have also added to or reduced their stakes in the company. Ameriflex Group Inc. bought a new stake in Schwab U.S. Large-Cap Value ETF in the fourth quarter worth about $25,000. Hollencrest Capital Management raised its position in Schwab U.S. Large-Cap Value ETF by 200.0% in the fourth quarter. Hollencrest Capital Management now owns 996 shares of the company’s stock worth $26,000 after acquiring an additional 664 shares during the period. Guardian Wealth Advisors LLC NC raised its position in Schwab U.S. Large-Cap Value ETF by 200.0% in the fourth quarter. Guardian Wealth Advisors LLC NC now owns 1,044 shares of the company’s stock worth $27,000 after acquiring an additional 696 shares during the period. Ritter Daniher Financial Advisory LLC DE raised its position in Schwab U.S. Large-Cap Value ETF by 200.0% in the fourth quarter. Ritter Daniher Financial Advisory LLC DE now owns 1,161 shares of the company’s stock worth $30,000 after acquiring an additional 774 shares during the period. Finally, Jackson Hole Capital Partners LLC raised its position in Schwab U.S. Large-Cap Value ETF by 200.0% in the fourth quarter. Jackson Hole Capital Partners LLC now owns 1,170 shares of the company’s stock worth $31,000 after acquiring an additional 780 shares during the period.

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

Shares of SCHV stock opened at $27.24 on Thursday. The firm has a market cap of $12.35 billion, a price-to-earnings ratio of 19.08 and a beta of 0.89. Schwab U.S. Large-Cap Value ETF has a 52 week low of $23.08 and a 52 week high of $28.19. The firm’s 50-day simple moving average is $26.51 and its two-hundred day simple moving average is $26.49.

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.