Serenity Investment Advisors Boosts Stake in Schwab U.S. Large-Cap Growth ETF $SCHG

Serenity Investment Advisors lifted its stake in shares of Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG) by 11.6% in the 1st quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 1,070,844 shares of the company’s stock after buying an additional 111,080 shares during the period. Schwab U.S. Large-Cap Growth ETF comprises approximately 12.0% of Serenity Investment Advisors’ investment portfolio, making the stock its 3rd biggest position. Serenity Investment Advisors’ holdings in Schwab U.S. Large-Cap Growth ETF were worth $31,194,000 as of its most recent filing with the SEC.

A number of other large investors also recently modified their holdings of the company. Advisortrust Partners LLC acquired a new stake in shares of Schwab U.S. Large-Cap Growth ETF during the 1st quarter valued at $25,000. Garton & Associates Financial Advisors LLC acquired a new position in Schwab U.S. Large-Cap Growth ETF in the 4th quarter worth about $27,000. Center for Financial Planning Inc. acquired a new position in Schwab U.S. Large-Cap Growth ETF in the 1st quarter worth about $28,000. Cary Street Partners Investment Advisory LLC raised its position in Schwab U.S. Large-Cap Growth ETF by 1,922.6% in the fourth 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 last quarter. Finally, MBM Wealth Consultants LLC bought a new position in Schwab U.S. Large-Cap Growth ETF in the first quarter valued at about $48,000.

Schwab U.S. Large-Cap Growth ETF Trading Up 1.1%

Shares of SCHG stock opened at $34.17 on Friday. The firm has a market capitalization of $59.84 billion, a price-to-earnings ratio of 34.24 and a beta of 1.19. The business’s 50-day moving average price is $34.02 and its 200-day moving average price is $32.40. Schwab U.S. Large-Cap Growth ETF has a 12 month low of $27.96 and a 12 month high of $35.42.

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.