Avidian Wealth Enterprises LLC Purchases 31,427 Shares of Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV)

Avidian Wealth Enterprises LLC grew its position in shares of Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV) by 197.2% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 47,364 shares of the company’s stock after acquiring an additional 31,427 shares during the period. Avidian Wealth Enterprises LLC’s holdings in Schwab U.S. Large-Cap Value ETF were worth $1,235,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors have also recently modified their holdings of the company. Mokosak Advisory Group LLC raised its stake in Schwab U.S. Large-Cap Value ETF by 4.9% in the third quarter. Mokosak Advisory Group LLC now owns 927,645 shares of the company’s stock worth $74,556,000 after buying an additional 43,097 shares in the last quarter. Financial Advisors LLC raised its stake in Schwab U.S. Large-Cap Value ETF by 1.8% in the third quarter. Financial Advisors LLC now owns 915,049 shares of the company’s stock worth $73,542,000 after buying an additional 16,015 shares in the last quarter. Good Life Advisors LLC bought a new position in Schwab U.S. Large-Cap Value ETF in the third quarter worth about $211,000. Kozak & Associates Inc. raised its stake in Schwab U.S. Large-Cap Value ETF by 201.5% in the third quarter. Kozak & Associates Inc. now owns 2,813 shares of the company’s stock worth $226,000 after buying an additional 1,880 shares in the last quarter. Finally, M3 Advisory Group LLC raised its stake in Schwab U.S. Large-Cap Value ETF by 7.4% in the third quarter. M3 Advisory Group LLC now owns 25,918 shares of the company’s stock worth $2,083,000 after buying an additional 1,791 shares in the last quarter.

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

SCHV stock opened at $27.12 on Thursday. Schwab U.S. Large-Cap Value ETF has a 1 year low of $23.35 and a 1 year high of $28.19. The company has a market cap of $3.92 billion, a P/E ratio of 17.88 and a beta of 0.77. The firm has a 50-day moving average of $26.70 and a 200 day moving average of $26.60.

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.