Beaumont Financial Advisors LLC Purchases 91,596 Shares of Schwab US Large-Cap ETF (NYSEARCA:SCHX)

Beaumont Financial Advisors LLC lifted its holdings in Schwab US Large-Cap ETF (NYSEARCA:SCHX) by 179.6% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 142,598 shares of the company’s stock after acquiring an additional 91,596 shares during the quarter. Beaumont Financial Advisors LLC’s holdings in Schwab US Large-Cap ETF were worth $3,305,000 at the end of the most recent reporting period.

A number of other large investors have also bought and sold shares of the business. US Bancorp DE raised its holdings in shares of Schwab US Large-Cap ETF by 43.8% in the third quarter. US Bancorp DE now owns 20,593,427 shares of the company’s stock valued at $1,397,264,000 after buying an additional 6,275,290 shares during the last quarter. Campbell Wealth Management bought a new position in Schwab US Large-Cap ETF in the 3rd quarter valued at $346,668,000. BlueSky Wealth Advisors LLC lifted its stake in shares of Schwab US Large-Cap ETF by 203.2% during the fourth quarter. BlueSky Wealth Advisors LLC now owns 5,990,685 shares of the company’s stock valued at $138,864,000 after acquiring an additional 4,014,627 shares during the period. Orgel Wealth Management LLC raised its holdings in Schwab US Large-Cap ETF by 206.0% during the 4th quarter. Orgel Wealth Management LLC now owns 4,630,059 shares of the company’s stock worth $107,325,000 after purchasing an additional 3,116,909 shares during the last quarter. Finally, Marcum Wealth LLC boosted its stake in shares of Schwab US Large-Cap ETF by 190.6% in the 4th quarter. Marcum Wealth LLC now owns 3,723,872 shares of the company’s stock valued at $86,319,000 after purchasing an additional 2,442,216 shares during the last quarter.

Schwab US Large-Cap ETF Price Performance

Shares of NYSEARCA SCHX opened at $23.94 on Wednesday. The company’s 50 day simple moving average is $23.60 and its 200 day simple moving average is $22.66. Schwab US Large-Cap ETF has a fifty-two week low of $19.08 and a fifty-two week high of $24.19. The firm has a market capitalization of $15.61 billion, a P/E ratio of 26.53 and a beta of 1.02.

Schwab US Large-Cap ETF Company Profile

Schwab U.S. Large-Cap ETF (the Fund) goal is to track the total return of the Dow Jones U.S. Large-Cap Total Stock Market Index (the Index). The Fund’s index includes the large-cap portion of the Dow Jones U.S. Total Stock Market Index available to investors in the marketplace. The Dow Jones U.S. Large-Cap Total Stock Market Index includes the components ranked 1-750 by full market capitalization.