Beaumont Financial Advisors LLC Increases Holdings in Schwab US Large-Cap ETF $SCHX

Beaumont Financial Advisors LLC boosted its position in Schwab US Large-Cap ETF (NYSEARCA:SCHXFree Report) by 1.4% during the second quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 144,542 shares of the company’s stock after buying an additional 1,944 shares during the period. Beaumont Financial Advisors LLC’s holdings in Schwab US Large-Cap ETF were worth $3,533,000 as of its most recent filing with the Securities & Exchange Commission.

Several other hedge funds and other institutional investors also recently bought and sold shares of SCHX. Harbor Investment Advisory LLC acquired a new stake in shares of Schwab US Large-Cap ETF in the first quarter worth $25,000. Orion Capital Management LLC purchased a new stake in Schwab US Large-Cap ETF in the first quarter valued at $27,000. S.A. Mason LLC acquired a new stake in Schwab US Large-Cap ETF during the 2nd quarter worth about $29,000. Bridge Generations Wealth Management LLC raised its stake in shares of Schwab US Large-Cap ETF by 238.7% during the 1st quarter. Bridge Generations Wealth Management LLC now owns 1,592 shares of the company’s stock valued at $35,000 after buying an additional 1,122 shares during the last quarter. Finally, MorganRosel Wealth Management LLC acquired a new position in shares of Schwab US Large-Cap ETF in the 1st quarter valued at about $36,000.

Schwab US Large-Cap ETF Stock Down 0.5%

Shares of SCHX opened at $26.04 on Friday. The company has a market capitalization of $59.79 billion, a price-to-earnings ratio of 25.66 and a beta of 1.01. Schwab US Large-Cap ETF has a 52 week low of $19.00 and a 52 week high of $26.51. The stock’s 50-day moving average price is $25.52 and its 200-day moving average price is $23.73.

Schwab US Large-Cap ETF Company Profile

(Free Report)

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.

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Institutional Ownership by Quarter for Schwab US Large-Cap ETF (NYSEARCA:SCHX)

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