Patriot Financial Group Insurance Agency LLC Raises Position in Schwab U.S. Large-Cap Growth ETF $SCHG

Patriot Financial Group Insurance Agency LLC lifted its holdings in Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG) by 90.5% in the first quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 465,888 shares of the company’s stock after purchasing an additional 221,361 shares during the quarter. Schwab U.S. Large-Cap Growth ETF comprises about 0.8% of Patriot Financial Group Insurance Agency LLC’s portfolio, making the stock its 22nd biggest position. Patriot Financial Group Insurance Agency LLC’s holdings in Schwab U.S. Large-Cap Growth ETF were worth $13,571,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds have also recently added to or reduced their stakes in SCHG. Duncker Streett & Co. Inc. raised its stake in Schwab U.S. Large-Cap Growth ETF by 0.4% in the fourth quarter. Duncker Streett & Co. Inc. now owns 74,707 shares of the company’s stock valued at $2,437,000 after buying an additional 312 shares during the last quarter. CPC Advisors LLC grew its stake in shares of Schwab U.S. Large-Cap Growth ETF by 2.3% during the fourth quarter. CPC Advisors LLC now owns 14,719 shares of the company’s stock worth $480,000 after acquiring an additional 325 shares during the last quarter. AssuredPartners Investment Advisors LLC grew its stake in shares of Schwab U.S. Large-Cap Growth ETF by 3.6% during the fourth quarter. AssuredPartners Investment Advisors LLC now owns 9,384 shares of the company’s stock worth $306,000 after acquiring an additional 326 shares during the last quarter. Liberty Square Wealth Partners LLC increased its holdings in shares of Schwab U.S. Large-Cap Growth ETF by 3.4% during the fourth quarter. Liberty Square Wealth Partners LLC now owns 10,374 shares of the company’s stock valued at $338,000 after acquiring an additional 340 shares in the last quarter. Finally, Tidemark LLC increased its holdings in shares of Schwab U.S. Large-Cap Growth ETF by 11.6% during the fourth quarter. Tidemark LLC now owns 3,278 shares of the company’s stock valued at $107,000 after acquiring an additional 342 shares in the last quarter.

Schwab U.S. Large-Cap Growth ETF Stock Up 0.7%

Shares of Schwab U.S. Large-Cap Growth ETF stock opened at $32.84 on Friday. The company has a 50 day moving average price of $33.71 and a 200 day moving average price of $32.17. The firm has a market capitalization of $55.51 billion, a P/E ratio of 34.24 and a beta of 1.19. Schwab U.S. Large-Cap Growth ETF has a 52 week low of $27.96 and a 52 week 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.