Fortis Advisors LLC increased its holdings in shares of Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG – Free Report) by 251.0% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 15,994 shares of the company’s stock after purchasing an additional 11,437 shares during the period. Fortis Advisors LLC’s holdings in Schwab U.S. Large-Cap Growth ETF were worth $446,000 as of its most recent filing with the Securities and Exchange Commission (SEC).
Other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Boyce & Associates Wealth Consulting Inc. boosted its position in Schwab U.S. Large-Cap Growth ETF by 2.2% during the third quarter. Boyce & Associates Wealth Consulting Inc. now owns 5,080 shares of the company’s stock worth $529,000 after purchasing an additional 109 shares in the last quarter. Evergreen Capital Management LLC lifted its position in shares of Schwab U.S. Large-Cap Growth ETF by 3.3% during the 2nd quarter. Evergreen Capital Management LLC now owns 3,964 shares of the company’s stock valued at $400,000 after buying an additional 126 shares in the last quarter. Abound Wealth Management grew its stake in Schwab U.S. Large-Cap Growth ETF by 1.7% in the 2nd quarter. Abound Wealth Management now owns 8,095 shares of the company’s stock valued at $816,000 after acquiring an additional 138 shares during the period. Blair William & Co. IL grew its stake in Schwab U.S. Large-Cap Growth ETF by 0.4% in the 2nd quarter. Blair William & Co. IL now owns 49,047 shares of the company’s stock valued at $4,946,000 after acquiring an additional 189 shares during the period. Finally, True Vision MN LLC increased its holdings in Schwab U.S. Large-Cap Growth ETF by 0.8% in the 2nd quarter. True Vision MN LLC now owns 23,895 shares of the company’s stock worth $2,412,000 after acquiring an additional 193 shares in the last quarter.
Schwab U.S. Large-Cap Growth ETF Stock Down 0.3 %
SCHG opened at $27.63 on Tuesday. The firm’s fifty day simple moving average is $28.03 and its two-hundred day simple moving average is $26.38. Schwab U.S. Large-Cap Growth ETF has a 52-week low of $20.59 and a 52-week high of $29.14. The company has a market cap of $8.08 billion, a price-to-earnings ratio of 39.82 and a beta of 1.25.
Schwab U.S. Large-Cap Growth ETF Company Profile
Schwab U.S. Large-Cap Growth ETF (the Fund) goal is to track the total return of the Dow Jones U.S. Large-Cap Growth Total Stock Market Index (the Index). The Fund’s index includes the large-cap growth portion of the Dow Jones U.S. Total Stock Market Index available to investors in the marketplace. The Dow Jones U.S.
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