Schwab U.S. Large-Cap Growth ETF $SCHG is Brio Consultants LLC’s 2nd Largest Position

Brio Consultants LLC cut its holdings in shares of Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG) by 3.6% in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 2,135,184 shares of the company’s stock after selling 79,263 shares during the quarter. Schwab U.S. Large-Cap Growth ETF comprises approximately 9.1% of Brio Consultants LLC’s investment portfolio, making the stock its 2nd biggest position. Brio Consultants LLC’s holdings in Schwab U.S. Large-Cap Growth ETF were worth $69,650,000 as of its most recent SEC filing.

A number of other hedge funds have also modified their holdings of SCHG. Westfuller Advisors LLC purchased a new position in shares of Schwab U.S. Large-Cap Growth ETF during the 3rd quarter worth $26,000. REAP Financial Group LLC purchased a new position in Schwab U.S. Large-Cap Growth ETF during the 3rd quarter valued at about $28,000. Bessemer Group Inc. purchased a new position in Schwab U.S. Large-Cap Growth ETF during the 3rd quarter valued at about $31,000. Howe & Rusling Inc. boosted its holdings 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 during the period. Finally, Manning & Napier Advisors LLC purchased a new position in Schwab U.S. Large-Cap Growth ETF during the 4th quarter valued at about $49,000.

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

Shares of Schwab U.S. Large-Cap Growth ETF stock opened at $34.12 on Monday. The business has a 50-day moving average of $30.91 and a 200 day moving average of $31.80. Schwab U.S. Large-Cap Growth ETF has a 12 month low of $25.85 and a 12 month high of $34.16. The stock has a market capitalization of $57.67 billion, a price-to-earnings ratio of 34.24 and a beta of 1.19.

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.