Beaumont Financial Advisors LLC Increases Stock Holdings in Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV)

Beaumont Financial Advisors LLC raised its stake in shares of Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV) by 198.6% during the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 33,543 shares of the company’s stock after purchasing an additional 22,308 shares during the quarter. Beaumont Financial Advisors LLC’s holdings in Schwab U.S. Large-Cap Value ETF were worth $874,000 at the end of the most recent reporting period.

Several other institutional investors have also added to or reduced their stakes in SCHV. Copley Financial Group Inc. purchased a new position in shares of Schwab U.S. Large-Cap Value ETF during the third quarter valued at about $57,000. Denver PWM LLC raised its holdings in Schwab U.S. Large-Cap Value ETF by 1.6% in the third quarter. Denver PWM LLC now owns 230,667 shares of the company’s stock worth $18,539,000 after purchasing an additional 3,607 shares in the last quarter. Pine Valley Investments Ltd Liability Co raised its holdings in Schwab U.S. Large-Cap Value ETF by 38.4% in the third quarter. Pine Valley Investments Ltd Liability Co now owns 4,310 shares of the company’s stock worth $346,000 after purchasing an additional 1,195 shares in the last quarter. Sculati Wealth Management LLC lifted its position in Schwab U.S. Large-Cap Value ETF by 106.6% during the third quarter. Sculati Wealth Management LLC now owns 62,397 shares of the company’s stock valued at $4,741,000 after buying an additional 32,192 shares during the period. Finally, Destination Wealth Management bought a new stake in shares of Schwab U.S. Large-Cap Value ETF during the 3rd quarter valued at $278,000.

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

Shares of Schwab U.S. Large-Cap Value ETF stock opened at $27.07 on Thursday. Schwab U.S. Large-Cap Value ETF has a 1 year low of $23.25 and a 1 year high of $28.19. The firm has a market cap of $3.91 billion, a price-to-earnings ratio of 17.88 and a beta of 0.77. The company has a 50-day moving average of $26.85 and a 200 day moving average of $26.40.

Schwab U.S. Large-Cap Value ETF 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.