Aspen Wealth Strategies LLC cut its holdings in Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG – Free Report) by 2.8% during the third quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 628,764 shares of the company’s stock after selling 18,280 shares during the quarter. Schwab U.S. Large-Cap Growth ETF comprises 11.1% of Aspen Wealth Strategies LLC’s portfolio, making the stock its 2nd largest position. Aspen Wealth Strategies LLC’s holdings in Schwab U.S. Large-Cap Growth ETF were worth $20,064,000 as of its most recent SEC filing.
A number of other institutional investors have also recently bought and sold shares of the business. Crews Bank & Trust acquired a new position in shares of Schwab U.S. Large-Cap Growth ETF in the 3rd quarter valued at $25,000. Westfuller Advisors LLC bought a new stake in Schwab U.S. Large-Cap Growth ETF in the third quarter valued at about $26,000. REAP Financial Group LLC bought a new stake in Schwab U.S. Large-Cap Growth ETF in the third quarter valued at about $28,000. Atlantic Union Bankshares Corp acquired a new position in Schwab U.S. Large-Cap Growth ETF in the second quarter valued at about $29,000. Finally, Bessemer Group Inc. bought a new position in Schwab U.S. Large-Cap Growth ETF during the third quarter worth about $31,000.
Schwab U.S. Large-Cap Growth ETF Trading Up 1.0%
Schwab U.S. Large-Cap Growth ETF stock opened at $30.80 on Wednesday. The firm has a market capitalization of $50.41 billion, a P/E ratio of 34.24 and a beta of 1.15. The business has a 50-day moving average of $32.00 and a 200-day moving average of $31.94. Schwab U.S. Large-Cap Growth ETF has a 1 year low of $21.37 and a 1 year high of $33.74.
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.
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