Accel Wealth Management lifted its position in shares of Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG – Free Report) by 4.6% during the 4th quarter, HoldingsChannel reports. The fund owned 407,461 shares of the company’s stock after purchasing an additional 18,003 shares during the period. Schwab U.S. Large-Cap Growth ETF accounts for 3.6% of Accel Wealth Management’s portfolio, making the stock its 3rd biggest position. Accel Wealth Management’s holdings in Schwab U.S. Large-Cap Growth ETF were worth $13,291,000 as of its most recent filing with the Securities & Exchange Commission.
A number of other institutional investors have also recently modified their holdings of the business. Flagship Wealth Advisors LLC grew its position in shares of Schwab U.S. Large-Cap Growth ETF by 50.5% in the third quarter. Flagship Wealth Advisors LLC now owns 203,727 shares of the company’s stock valued at $6,501,000 after purchasing an additional 68,389 shares during the period. Fortis Capital Advisors LLC raised its position in shares of Schwab U.S. Large-Cap Growth ETF by 1.8% during the 3rd quarter. Fortis Capital Advisors LLC now owns 1,016,583 shares of the company’s stock worth $32,439,000 after purchasing an additional 17,522 shares during the last quarter. D.B. Root & Company LLC raised its position in shares of Schwab U.S. Large-Cap Growth ETF by 10.9% during the 3rd quarter. D.B. Root & Company LLC now owns 243,695 shares of the company’s stock worth $7,776,000 after purchasing an additional 23,865 shares during the last quarter. Fingerlakes Wealth Management Inc. lifted its stake in Schwab U.S. Large-Cap Growth ETF by 11.9% in the 3rd quarter. Fingerlakes Wealth Management Inc. now owns 218,248 shares of the company’s stock valued at $6,964,000 after buying an additional 23,155 shares in the last quarter. Finally, B. Riley Wealth Advisors Inc. lifted its stake in Schwab U.S. Large-Cap Growth ETF by 44.1% in the 3rd quarter. B. Riley Wealth Advisors Inc. now owns 108,307 shares of the company’s stock valued at $3,456,000 after buying an additional 33,155 shares in the last quarter.
Schwab U.S. Large-Cap Growth ETF Stock Performance
SCHG stock opened at $29.42 on Friday. Schwab U.S. Large-Cap Growth ETF has a 12-month low of $21.37 and a 12-month high of $33.74. The business’s 50-day moving average is $30.55 and its 200 day moving average is $31.78. The stock has a market cap of $48.90 billion, a price-to-earnings ratio of 34.24 and a beta of 1.15.
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.
See Also
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