864,003 Shares in Schwab U.S. Large-Cap Growth ETF $SCHG Acquired by MOR Wealth Management LLC

MOR Wealth Management LLC acquired a new stake in Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG) during the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm acquired 864,003 shares of the company’s stock, valued at approximately $28,184,000. Schwab U.S. Large-Cap Growth ETF makes up about 12.9% of MOR Wealth Management LLC’s investment portfolio, making the stock its largest position. MOR Wealth Management LLC owned 0.05% of Schwab U.S. Large-Cap Growth ETF at the end of the most recent quarter.

Several other institutional investors and hedge funds also recently added to or reduced their stakes in SCHG. Crews Bank & Trust purchased a new stake in shares of Schwab U.S. Large-Cap Growth ETF during the third quarter worth $25,000. Westfuller Advisors LLC purchased a new position in shares of Schwab U.S. Large-Cap Growth ETF in the third quarter worth about $26,000. REAP Financial Group LLC purchased a new position in shares of Schwab U.S. Large-Cap Growth ETF in the third quarter worth about $28,000. Bessemer Group Inc. acquired a new position in Schwab U.S. Large-Cap Growth ETF during the third quarter worth about $31,000. Finally, Howe & Rusling Inc. grew its stake in Schwab U.S. Large-Cap Growth ETF by 37.7% during the 3rd quarter. Howe & Rusling Inc. now owns 1,212 shares of the company’s stock valued at $39,000 after acquiring an additional 332 shares in the last quarter.

Schwab U.S. Large-Cap Growth ETF Stock Performance

SCHG stock opened at $28.19 on Monday. The firm has a 50-day moving average of $30.85 and a two-hundred day moving average of $31.87. Schwab U.S. Large-Cap Growth ETF has a 12 month low of $21.37 and a 12 month high of $33.74. The company has a market cap of $46.14 billion, a price-to-earnings ratio of 34.24 and a beta of 1.15.

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. 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.