Flagship Wealth Advisors LLC Cuts Position in Schwab U.S. Large-Cap Growth ETF $SCHG

Flagship Wealth Advisors LLC lessened its position in Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG) by 59.1% during the first quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 116,218 shares of the company’s stock after selling 167,856 shares during the quarter. Schwab U.S. Large-Cap Growth ETF accounts for approximately 1.4% of Flagship Wealth Advisors LLC’s portfolio, making the stock its 23rd largest holding. Flagship Wealth Advisors LLC’s holdings in Schwab U.S. Large-Cap Growth ETF were worth $3,395,000 at the end of the most recent reporting period.

A number of other large investors have also added to or reduced their stakes in SCHG. Foundations Investment Advisors LLC raised its stake in shares of Schwab U.S. Large-Cap Growth ETF by 10.9% during the fourth quarter. Foundations Investment Advisors LLC now owns 482,907 shares of the company’s stock worth $15,752,000 after acquiring an additional 47,368 shares in the last quarter. Simplicity Wealth LLC boosted its stake in shares of Schwab U.S. Large-Cap Growth ETF by 13.8% in the 4th quarter. Simplicity Wealth LLC now owns 342,626 shares of the company’s stock valued at $11,176,000 after purchasing an additional 41,469 shares in the last quarter. Dravo Bay LLC grew its holdings in shares of Schwab U.S. Large-Cap Growth ETF by 2.6% during the 4th quarter. Dravo Bay LLC now owns 1,213,888 shares of the company’s stock valued at $39,597,000 after purchasing an additional 30,487 shares during the last quarter. WBH Advisory Inc. grew its holdings in shares of Schwab U.S. Large-Cap Growth ETF by 3.2% during the 4th quarter. WBH Advisory Inc. now owns 830,325 shares of the company’s stock valued at $27,085,000 after purchasing an additional 25,596 shares during the last quarter. Finally, XML Financial LLC raised its position in Schwab U.S. Large-Cap Growth ETF by 8.6% in the 1st quarter. XML Financial LLC now owns 1,631,157 shares of the company’s stock worth $47,516,000 after purchasing an additional 129,500 shares during the period.

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

Schwab U.S. Large-Cap Growth ETF stock opened at $34.17 on Friday. The company has a market capitalization of $59.95 billion, a PE ratio of 34.24 and a beta of 1.19. The firm has a fifty day simple moving average of $34.02 and a two-hundred day simple moving average of $32.40. Schwab U.S. Large-Cap Growth ETF has a twelve month low of $27.96 and a twelve month high of $35.42.

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.