Schwab U.S. Large-Cap Growth ETF $SCHG Shares Acquired by Global Retirement Partners LLC

Global Retirement Partners LLC grew its holdings in Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG) by 405.9% in the 4th quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 898,757 shares of the company’s stock after acquiring an additional 721,088 shares during the quarter. Global Retirement Partners LLC’s holdings in Schwab U.S. Large-Cap Growth ETF were worth $29,317,000 at the end of the most recent reporting period.

Several other institutional investors have also added to or reduced their stakes in the business. Whittier Trust Co. of Nevada Inc. boosted its holdings in Schwab U.S. Large-Cap Growth ETF by 16.3% in the third quarter. Whittier Trust Co. of Nevada Inc. now owns 2,232 shares of the company’s stock worth $72,000 after acquiring an additional 312 shares in the last quarter. Duncker Streett & Co. Inc. boosted its holdings in Schwab U.S. Large-Cap Growth ETF by 0.4% in the fourth quarter. Duncker Streett & Co. Inc. now owns 74,707 shares of the company’s stock worth $2,437,000 after acquiring an additional 312 shares in the last quarter. Woodmont Investment Counsel LLC boosted its holdings in Schwab U.S. Large-Cap Growth ETF by 0.8% in the third quarter. Woodmont Investment Counsel LLC now owns 40,616 shares of the company’s stock worth $1,296,000 after acquiring an additional 325 shares in the last quarter. CPC Advisors LLC boosted its holdings in Schwab U.S. Large-Cap Growth ETF by 2.3% in the fourth quarter. CPC Advisors LLC now owns 14,719 shares of the company’s stock worth $480,000 after acquiring an additional 325 shares in the last quarter. Finally, AssuredPartners Investment Advisors LLC boosted its holdings in Schwab U.S. Large-Cap Growth ETF by 3.6% in the fourth quarter. AssuredPartners Investment Advisors LLC now owns 9,384 shares of the company’s stock worth $306,000 after acquiring an additional 326 shares in the last quarter.

Schwab U.S. Large-Cap Growth ETF Stock Performance

Shares of NYSEARCA SCHG opened at $34.31 on Thursday. The company has a market cap of $57.99 billion, a PE ratio of 34.24 and a beta of 1.19. The business has a 50-day simple moving average of $31.51 and a two-hundred day simple moving average of $31.89. Schwab U.S. Large-Cap Growth ETF has a fifty-two week low of $26.80 and a fifty-two week high of $34.74.

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. Large-Cap Growth Total Stock Market Index includes the components ranked 1-750 by full market capitalization and that are classified as growth. The Index is a float-adjusted market capitalization weighted index.