Briaud Financial Planning Inc Boosts Stake in Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV)

Briaud Financial Planning Inc boosted its stake in Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV) by 200.0% during the fourth quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 1,557 shares of the company’s stock after buying an additional 1,038 shares during the quarter. Briaud Financial Planning Inc’s holdings in Schwab U.S. Large-Cap Value ETF were worth $40,000 as of its most recent filing with the SEC.

Other institutional investors and hedge funds have also recently bought and sold shares of the company. Sage Mountain Advisors LLC lifted its stake in shares of Schwab U.S. Large-Cap Value ETF by 200.0% during the 4th quarter. Sage Mountain Advisors LLC now owns 18,723 shares of the company’s stock worth $488,000 after purchasing an additional 12,482 shares during the period. Tortoise Investment Management LLC lifted its stake in shares of Schwab U.S. Large-Cap Value ETF by 199.2% during the 4th quarter. Tortoise Investment Management LLC now owns 66,904 shares of the company’s stock worth $1,744,000 after purchasing an additional 44,545 shares during the period. Independent Advisor Alliance lifted its stake in shares of Schwab U.S. Large-Cap Value ETF by 2,621.9% during the 4th quarter. Independent Advisor Alliance now owns 113,367 shares of the company’s stock worth $2,955,000 after purchasing an additional 109,202 shares during the period. Meriwether Wealth & Planning LLC purchased a new position in shares of Schwab U.S. Large-Cap Value ETF during the 4th quarter worth $14,338,000. Finally, Johnson Investment Counsel Inc. lifted its stake in shares of Schwab U.S. Large-Cap Value ETF by 203.4% during the 4th quarter. Johnson Investment Counsel Inc. now owns 33,111 shares of the company’s stock worth $863,000 after purchasing an additional 22,199 shares during the period.

Schwab U.S. Large-Cap Value ETF Stock Down 1.4 %

Shares of Schwab U.S. Large-Cap Value ETF stock opened at $26.55 on Tuesday. Schwab U.S. Large-Cap Value ETF has a fifty-two week low of $23.84 and a fifty-two week high of $28.19. The firm has a market cap of $11.90 billion, a PE ratio of 19.93 and a beta of 0.96. The business’s fifty day moving average is $26.90 and its two-hundred day moving average is $26.85.

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.