Portus Wealth Advisors LLC reduced its stake in Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG – Free Report) by 8.0% during the first quarter, Holdings Channel.com reports. The firm owned 365,214 shares of the company’s stock after selling 31,861 shares during the quarter. Schwab U.S. Large-Cap Growth ETF accounts for approximately 10.0% of Portus Wealth Advisors LLC’s holdings, making the stock its 2nd largest position. Portus Wealth Advisors LLC’s holdings in Schwab U.S. Large-Cap Growth ETF were worth $10,639,000 as of its most recent SEC filing.
A number of other institutional investors also recently bought and sold shares of SCHG. Duncker Streett & Co. Inc. grew its holdings in Schwab U.S. Large-Cap Growth ETF by 0.4% during the fourth quarter. Duncker Streett & Co. Inc. now owns 74,707 shares of the company’s stock valued at $2,437,000 after purchasing an additional 312 shares during the period. CPC Advisors LLC increased its position 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 buying an additional 325 shares in the last quarter. AssuredPartners Investment Advisors LLC raised its stake in shares of 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 buying an additional 326 shares during the period. Liberty Square Wealth Partners LLC raised its stake in shares of Schwab U.S. Large-Cap Growth ETF by 3.4% in the fourth quarter. Liberty Square Wealth Partners LLC now owns 10,374 shares of the company’s stock worth $338,000 after buying an additional 340 shares during the period. Finally, Tidemark LLC raised its stake in shares of Schwab U.S. Large-Cap Growth ETF by 11.6% in the fourth quarter. Tidemark LLC now owns 3,278 shares of the company’s stock worth $107,000 after buying an additional 342 shares during the period.
Schwab U.S. Large-Cap Growth ETF Price Performance
SCHG stock opened at $32.84 on Monday. The business’s 50-day moving average price is $33.71 and its 200-day moving average price is $32.16. The stock has a market cap of $55.51 billion, a P/E ratio of 34.24 and a beta of 1.19. Schwab U.S. Large-Cap Growth ETF has a twelve month low of $27.96 and a twelve month high of $35.42.
About Schwab U.S. Large-Cap Growth ETF
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.
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