World Investment Advisors lifted its position in Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG – Free Report) by 79.3% during the first quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 1,798,863 shares of the company’s stock after buying an additional 795,819 shares during the quarter. Schwab U.S. Large-Cap Growth ETF makes up approximately 0.8% of World Investment Advisors’ portfolio, making the stock its 18th biggest holding. World Investment Advisors owned approximately 0.11% of Schwab U.S. Large-Cap Growth ETF worth $52,401,000 at the end of the most recent reporting period.
A number of other large investors also recently modified their holdings of the company. Garton & Associates Financial Advisors LLC bought a new stake in Schwab U.S. Large-Cap Growth ETF during the 4th quarter worth approximately $27,000. Cary Street Partners Investment Advisory LLC boosted its holdings in Schwab U.S. Large-Cap Growth ETF by 1,922.6% in the 4th quarter. Cary Street Partners Investment Advisory LLC now owns 1,072 shares of the company’s stock valued at $35,000 after purchasing an additional 1,019 shares during the period. Manning & Napier Advisors LLC bought a new position in Schwab U.S. Large-Cap Growth ETF in the 4th quarter valued at $49,000. Kingdom Financial Group LLC. purchased a new position in shares of Schwab U.S. Large-Cap Growth ETF during the 4th quarter valued at $49,000. Finally, Mcguire Capital Advisors Inc. purchased a new position in shares of Schwab U.S. Large-Cap Growth ETF during the 4th quarter valued at $49,000.
Schwab U.S. Large-Cap Growth ETF Stock Performance
Schwab U.S. Large-Cap Growth ETF stock opened at $34.12 on Friday. The stock has a market cap of $59.52 billion, a P/E ratio of 34.24 and a beta of 1.19. Schwab U.S. Large-Cap Growth ETF has a fifty-two week low of $27.96 and a fifty-two week high of $35.42. The firm’s fifty day moving average price is $33.85 and its 200-day moving average price is $32.20.
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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