Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV) Holdings Raised by TriaGen Wealth Management LLC

TriaGen Wealth Management LLC increased its stake in Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV) by 200.0% in the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 11,322 shares of the company’s stock after purchasing an additional 7,548 shares during the quarter. TriaGen Wealth Management LLC’s holdings in Schwab U.S. Large-Cap Value ETF were worth $295,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds have also recently bought and sold shares of the stock. NewEdge Advisors LLC raised its stake in shares of Schwab U.S. Large-Cap Value ETF by 12.2% in the 2nd quarter. NewEdge Advisors LLC now owns 12,493 shares of the company’s stock worth $926,000 after buying an additional 1,356 shares in the last quarter. B. Riley Wealth Advisors Inc. grew its holdings in Schwab U.S. Large-Cap Value ETF by 17.1% during the second quarter. B. Riley Wealth Advisors Inc. now owns 17,976 shares of the company’s stock worth $1,340,000 after acquiring an additional 2,623 shares during the period. Sanctuary Advisors LLC bought a new stake in Schwab U.S. Large-Cap Value ETF in the second quarter worth about $1,169,000. Centaurus Financial Inc. lifted its holdings in Schwab U.S. Large-Cap Value ETF by 5.8% in the 2nd quarter. Centaurus Financial Inc. now owns 2,573 shares of the company’s stock valued at $191,000 after acquiring an additional 140 shares during the last quarter. Finally, Massmutual Trust Co. FSB ADV boosted its position in shares of Schwab U.S. Large-Cap Value ETF by 5.2% during the 3rd quarter. Massmutual Trust Co. FSB ADV now owns 8,305 shares of the company’s stock valued at $667,000 after purchasing an additional 410 shares in the last quarter.

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

Shares of SCHV opened at $27.11 on Friday. Schwab U.S. Large-Cap Value ETF has a 12-month low of $23.35 and a 12-month high of $28.19. The stock has a market capitalization of $3.91 billion, a P/E ratio of 17.88 and a beta of 0.77. The firm’s 50 day moving average is $26.83 and its 200-day moving average is $26.49.

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.