Cliftonlarsonallen Wealth Advisors LLC Has $61.20 Million Stake in Schwab U.S. Large-Cap Growth ETF $SCHG

Cliftonlarsonallen Wealth Advisors LLC decreased its stake in shares of Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG) by 1.5% during the 2nd quarter, according to the company in its most recent filing with the SEC. The firm owned 2,095,181 shares of the company’s stock after selling 32,430 shares during the quarter. Schwab U.S. Large-Cap Growth ETF accounts for about 1.0% of Cliftonlarsonallen Wealth Advisors LLC’s investment portfolio, making the stock its 22nd biggest position. Cliftonlarsonallen Wealth Advisors LLC owned about 0.14% of Schwab U.S. Large-Cap Growth ETF worth $61,200,000 as of its most recent filing with the SEC.

A number of other large investors have also made changes to their positions in the stock. Ehrlich Financial Group lifted its position in Schwab U.S. Large-Cap Growth ETF by 2.3% during the 2nd quarter. Ehrlich Financial Group now owns 16,268 shares of the company’s stock valued at $475,000 after purchasing an additional 367 shares during the period. BIP Wealth LLC grew its position in shares of Schwab U.S. Large-Cap Growth ETF by 1.9% during the 1st quarter. BIP Wealth LLC now owns 20,944 shares of the company’s stock worth $524,000 after buying an additional 383 shares during the period. Wedmont Private Capital raised its stake in shares of Schwab U.S. Large-Cap Growth ETF by 0.6% during the second quarter. Wedmont Private Capital now owns 66,773 shares of the company’s stock worth $1,966,000 after buying an additional 387 shares during the last quarter. Earned Wealth Advisors LLC lifted its holdings in Schwab U.S. Large-Cap Growth ETF by 3.7% in the first quarter. Earned Wealth Advisors LLC now owns 10,943 shares of the company’s stock valued at $274,000 after buying an additional 391 shares during the period. Finally, Van Hulzen Asset Management LLC lifted its holdings in Schwab U.S. Large-Cap Growth ETF by 2.7% in the first quarter. Van Hulzen Asset Management LLC now owns 15,419 shares of the company’s stock valued at $386,000 after buying an additional 403 shares during the period.

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

Shares of SCHG stock opened at $32.09 on Thursday. The firm’s 50 day moving average price is $30.83 and its two-hundred day moving average price is $28.20. Schwab U.S. Large-Cap Growth ETF has a 52-week low of $21.37 and a 52-week high of $32.22. The stock has a market cap of $49.21 billion, a PE ratio of 34.24 and a beta of 1.10.

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.