FIDELIS iM LLC Acquires 3,634 Shares of Schwab U.S. Large-Cap Growth ETF $SCHG

FIDELIS iM LLC grew its holdings in shares of Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG) by 1.8% in the second quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 204,985 shares of the company’s stock after purchasing an additional 3,634 shares during the quarter. Schwab U.S. Large-Cap Growth ETF comprises approximately 2.7% of FIDELIS iM LLC’s portfolio, making the stock its 11th biggest holding. FIDELIS iM LLC’s holdings in Schwab U.S. Large-Cap Growth ETF were worth $5,985,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds have also recently added to or reduced their stakes in the business. Envestnet Asset Management Inc. boosted its position in shares of Schwab U.S. Large-Cap Growth ETF by 13.6% in the first quarter. Envestnet Asset Management Inc. now owns 48,260,555 shares of the company’s stock valued at $1,208,444,000 after acquiring an additional 5,775,232 shares during the period. Mather Group LLC. boosted its position in shares of Schwab U.S. Large-Cap Growth ETF by 4.5% in the second quarter. Mather Group LLC. now owns 42,286,978 shares of the company’s stock valued at $1,235,203,000 after acquiring an additional 1,836,380 shares during the period. LPL Financial LLC boosted its position in shares of Schwab U.S. Large-Cap Growth ETF by 11.6% in the first quarter. LPL Financial LLC now owns 24,607,170 shares of the company’s stock valued at $616,163,000 after acquiring an additional 2,554,009 shares during the period. Ameriprise Financial Inc. boosted its position in shares of Schwab U.S. Large-Cap Growth ETF by 7.7% in the first quarter. Ameriprise Financial Inc. now owns 15,477,880 shares of the company’s stock valued at $387,608,000 after acquiring an additional 1,106,110 shares during the period. Finally, Raymond James Financial Inc. boosted its position in shares of Schwab U.S. Large-Cap Growth ETF by 2.3% in the first quarter. Raymond James Financial Inc. now owns 14,822,162 shares of the company’s stock valued at $371,147,000 after acquiring an additional 332,496 shares during the period.

Schwab U.S. Large-Cap Growth ETF Trading Down 3.4%

SCHG stock opened at $31.41 on Monday. The firm has a 50 day moving average of $31.12 and a 200-day moving average of $28.55. Schwab U.S. Large-Cap Growth ETF has a 12 month low of $21.37 and a 12 month high of $32.63. The firm has a market capitalization of $50.18 billion, a P/E ratio of 34.24 and a beta of 1.10.

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.