Avidian Wealth Enterprises LLC Increases Position in Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV)

Avidian Wealth Enterprises LLC boosted its holdings in Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV) by 197.2% during the fourth quarter, according to the company in its most recent disclosure with the SEC. The firm owned 47,364 shares of the company’s stock after purchasing an additional 31,427 shares during the quarter. Avidian Wealth Enterprises LLC’s holdings in Schwab U.S. Large-Cap Value ETF were worth $1,235,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors have also bought and sold shares of the company. Copley Financial Group Inc. purchased a new stake in Schwab U.S. Large-Cap Value ETF in the third quarter worth about $57,000. Denver PWM LLC grew its holdings in shares of Schwab U.S. Large-Cap Value ETF by 1.6% during the third quarter. Denver PWM LLC now owns 230,667 shares of the company’s stock valued at $18,539,000 after buying an additional 3,607 shares during the last quarter. Pine Valley Investments Ltd Liability Co grew its holdings in shares of Schwab U.S. Large-Cap Value ETF by 38.4% during the third quarter. Pine Valley Investments Ltd Liability Co now owns 4,310 shares of the company’s stock valued at $346,000 after buying an additional 1,195 shares during the last quarter. Destination Wealth Management purchased a new stake in shares of Schwab U.S. Large-Cap Value ETF during the third quarter valued at approximately $278,000. Finally, Sculati Wealth Management LLC grew its holdings 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 valued at $4,741,000 after buying an additional 32,192 shares during the last quarter.

Schwab U.S. Large-Cap Value ETF Stock Down 0.6 %

NYSEARCA:SCHV opened at $27.12 on Thursday. The company’s 50 day moving average price is $26.70 and its 200-day moving average price is $26.60. Schwab U.S. Large-Cap Value ETF has a 52 week low of $23.35 and a 52 week high of $28.19. The stock has a market cap of $3.92 billion, a price-to-earnings ratio of 17.88 and a beta of 0.77.

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.