Beacon Advisors Holdings LLC bought a new position in shares of Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG – Free Report) during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor bought 51,273 shares of the company’s stock, valued at approximately $1,673,000. Schwab U.S. Large-Cap Growth ETF makes up 0.9% of Beacon Advisors Holdings LLC’s holdings, making the stock its 27th biggest position.
A number of other institutional investors also recently added to or reduced their stakes in SCHG. Duncker Streett & Co. Inc. boosted its position in shares of Schwab U.S. Large-Cap Growth ETF by 0.4% during the 4th 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. CPC Advisors LLC increased its stake 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 valued at $480,000 after purchasing an additional 325 shares during the period. AssuredPartners Investment Advisors LLC grew its holdings in shares of Schwab U.S. Large-Cap Growth ETF by 3.6% during 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 last quarter. Liberty Square Wealth Partners LLC grew its position in Schwab U.S. Large-Cap Growth ETF by 3.4% in the 4th quarter. Liberty Square Wealth Partners LLC now owns 10,374 shares of the company’s stock valued at $338,000 after buying an additional 340 shares during the last quarter. Finally, Tidemark LLC lifted its position in 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 valued at $107,000 after purchasing an additional 342 shares during the period.
Schwab U.S. Large-Cap Growth ETF Price Performance
Schwab U.S. Large-Cap Growth ETF stock opened at $33.90 on Friday. The stock’s 50 day moving average price is $33.45 and its 200 day moving average price is $32.15. The company has a market cap of $57.30 billion, a PE ratio of 34.24 and a beta of 1.19. Schwab U.S. Large-Cap Growth ETF has a 1-year low of $27.68 and a 1-year high of $35.42.
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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