Corient Private Wealth LLC Has $9.62 Million Holdings in Schwab U.S. Large-Cap Growth ETF $SCHG

Corient Private Wealth LLC grew its position in shares of Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG) by 131.5% in the 4th quarter, HoldingsChannel reports. The fund owned 294,883 shares of the company’s stock after buying an additional 167,511 shares during the period. Corient Private Wealth LLC’s holdings in Schwab U.S. Large-Cap Growth ETF were worth $9,621,000 as of its most recent SEC filing.

Other institutional investors also recently modified their holdings of the company. Garton & Associates Financial Advisors LLC acquired a new stake in Schwab U.S. Large-Cap Growth ETF in the 4th quarter valued at $27,000. Cary Street Partners Investment Advisory LLC raised its holdings in Schwab U.S. Large-Cap Growth ETF by 1,922.6% during the fourth quarter. Cary Street Partners Investment Advisory LLC now owns 1,072 shares of the company’s stock worth $35,000 after buying an additional 1,019 shares during the last quarter. Manning & Napier Advisors LLC bought a new position in shares of Schwab U.S. Large-Cap Growth ETF in the fourth quarter valued at $49,000. Kingdom Financial Group LLC. bought a new position in shares of Schwab U.S. Large-Cap Growth ETF in the fourth quarter valued at $49,000. Finally, Mcguire Capital Advisors Inc. acquired a new position in shares of Schwab U.S. Large-Cap Growth ETF during the fourth quarter valued at about $49,000.

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

NYSEARCA:SCHG opened at $32.98 on Thursday. Schwab U.S. Large-Cap Growth ETF has a one year low of $27.96 and a one year high of $35.42. The company has a market cap of $55.74 billion, a PE ratio of 34.24 and a beta of 1.19. The firm has a 50-day moving average of $33.67 and a 200-day moving average of $32.16.

Schwab U.S. Large-Cap Growth ETF 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.