Institute for Wealth Management LLC. lessened its stake in Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG – Free Report) by 3.6% in the 4th quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm owned 63,679 shares of the company’s stock after selling 2,394 shares during the quarter. Schwab U.S. Large-Cap Growth ETF accounts for about 0.9% of Institute for Wealth Management LLC.’s portfolio, making the stock its 15th largest holding. Institute for Wealth Management LLC.’s holdings in Schwab U.S. Large-Cap Growth ETF were worth $5,283,000 as of its most recent filing with the Securities & Exchange Commission.
Several other institutional investors and hedge funds have also modified their holdings of SCHG. Baker Tilly Wealth Management LLC purchased a new position in shares of Schwab U.S. Large-Cap Growth ETF in the 4th quarter valued at about $280,000. LPL Financial LLC increased its stake in shares of Schwab U.S. Large-Cap Growth ETF by 7.0% in the 3rd quarter. LPL Financial LLC now owns 2,541,846 shares of the company’s stock valued at $184,843,000 after purchasing an additional 165,266 shares in the last quarter. Mainsail Financial Group LLC increased its stake in shares of Schwab U.S. Large-Cap Growth ETF by 3.5% in the 4th quarter. Mainsail Financial Group LLC now owns 71,396 shares of the company’s stock valued at $5,935,000 after purchasing an additional 2,400 shares in the last quarter. Capital Investment Advisors LLC increased its stake in shares of Schwab U.S. Large-Cap Growth ETF by 41.1% in the 4th quarter. Capital Investment Advisors LLC now owns 9,210 shares of the company’s stock valued at $764,000 after purchasing an additional 2,685 shares in the last quarter. Finally, Raymond James & Associates increased its stake in shares of Schwab U.S. Large-Cap Growth ETF by 9.3% in the 4th quarter. Raymond James & Associates now owns 248,991 shares of the company’s stock valued at $20,656,000 after purchasing an additional 21,139 shares in the last quarter.
Schwab U.S. Large-Cap Growth ETF Stock Performance
Shares of Schwab U.S. Large-Cap Growth ETF stock traded down $1.99 on Friday, hitting $87.03. The company’s stock had a trading volume of 1,748,148 shares, compared to its average volume of 1,473,128. Schwab U.S. Large-Cap Growth ETF has a 1 year low of $63.57 and a 1 year high of $93.84. The firm has a fifty day moving average price of $91.25 and a 200-day moving average price of $83.77. The company has a market capitalization of $25.31 billion, a price-to-earnings ratio of 41.12 and a beta of 1.25.
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.
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