EverSource Wealth Advisors LLC Increases Stake in Schwab U.S. Large-Cap Value ETF $SCHV

EverSource Wealth Advisors LLC boosted its stake in Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV) by 72,232.4% in the third quarter, according to the company in its most recent disclosure with the SEC. The firm owned 80,289 shares of the company’s stock after purchasing an additional 80,178 shares during the quarter. EverSource Wealth Advisors LLC’s holdings in Schwab U.S. Large-Cap Value ETF were worth $2,337,000 as of its most recent filing with the SEC.

Several other institutional investors and hedge funds have also recently bought and sold shares of the stock. Sei Investments Co. raised its stake in Schwab U.S. Large-Cap Value ETF by 6.0% during the second quarter. Sei Investments Co. now owns 43,062,193 shares of the company’s stock worth $1,191,532,000 after purchasing an additional 2,420,337 shares during the period. Mather Group LLC. increased its holdings in shares of Schwab U.S. Large-Cap Value ETF by 3.4% during the 3rd quarter. Mather Group LLC. now owns 34,105,438 shares of the company’s stock worth $992,809,000 after buying an additional 1,113,321 shares during the last quarter. Envestnet Asset Management Inc. increased its holdings in shares of Schwab U.S. Large-Cap Value ETF by 3.2% during the 3rd quarter. Envestnet Asset Management Inc. now owns 16,686,727 shares of the company’s stock worth $485,751,000 after buying an additional 518,827 shares during the last quarter. Osaic Holdings Inc. raised its position in shares of Schwab U.S. Large-Cap Value ETF by 3.7% in the 2nd quarter. Osaic Holdings Inc. now owns 11,980,931 shares of the company’s stock worth $331,516,000 after buying an additional 426,274 shares during the period. Finally, Avantax Planning Partners Inc. boosted its holdings in Schwab U.S. Large-Cap Value ETF by 1.3% in the third quarter. Avantax Planning Partners Inc. now owns 10,079,785 shares of the company’s stock valued at $293,423,000 after acquiring an additional 133,585 shares during the last quarter.

Schwab U.S. Large-Cap Value ETF Trading Up 0.6%

SCHV stock opened at $32.11 on Wednesday. The company has a market cap of $15.43 billion, a PE ratio of 19.08 and a beta of 0.90. The stock has a 50-day moving average price of $30.90 and a two-hundred day moving average price of $29.65. Schwab U.S. Large-Cap Value ETF has a 12-month low of $23.08 and a 12-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.