EverSource Wealth Advisors LLC grew its holdings in Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV – Free Report) by 72,232.4% during the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 80,289 shares of the company’s stock after acquiring an additional 80,178 shares during the period. EverSource Wealth Advisors LLC’s holdings in Schwab U.S. Large-Cap Value ETF were worth $2,337,000 as of its most recent SEC filing.
Several other hedge funds and other institutional investors have also made changes to their positions in SCHV. Whitaker Myers Wealth Managers LTD. grew its stake in shares of Schwab U.S. Large-Cap Value ETF by 5.9% in the third quarter. Whitaker Myers Wealth Managers LTD. now owns 516,823 shares of the company’s stock valued at $15,045,000 after buying an additional 28,754 shares in the last quarter. Cadence Wealth Management LLC boosted its holdings in Schwab U.S. Large-Cap Value ETF by 9.4% in the 3rd quarter. Cadence Wealth Management LLC now owns 208,213 shares of the company’s stock worth $6,061,000 after acquiring an additional 17,853 shares during the period. Perigon Wealth Management LLC grew its position in Schwab U.S. Large-Cap Value ETF by 3.8% in the third quarter. Perigon Wealth Management LLC now owns 601,972 shares of the company’s stock valued at $17,523,000 after acquiring an additional 21,895 shares in the last quarter. CENTRAL TRUST Co purchased a new stake in shares of Schwab U.S. Large-Cap Value ETF during the third quarter valued at approximately $642,000. Finally, Allworth Financial LP raised its stake in shares of Schwab U.S. Large-Cap Value ETF by 5.2% during the second quarter. Allworth Financial LP now owns 436,697 shares of the company’s stock valued at $12,083,000 after purchasing an additional 21,765 shares during the period.
Schwab U.S. Large-Cap Value ETF Trading Up 0.6%
Shares of SCHV stock opened at $32.11 on Wednesday. The company has a market capitalization of $15.43 billion, a PE ratio of 19.08 and a beta of 0.90. The firm has a fifty day simple moving average of $30.90 and a 200-day simple moving average of $29.65. Schwab U.S. Large-Cap Value ETF has a twelve month low of $23.08 and a twelve month high of $32.45.
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. Large-Cap Value Total Stock Market Index includes the components ranked 1-750 by full market capitalization and that are classified as value. The Index is a float-adjusted market capitalization weighted index.
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