Vestwell Advisors LLC Raises Position in Schwab U.S. Large-Cap Growth ETF $SCHG

Vestwell Advisors LLC grew its stake in shares of Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG) by 17.6% during the 1st quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 1,467,221 shares of the company’s stock after acquiring an additional 219,329 shares during the period. Schwab U.S. Large-Cap Growth ETF accounts for approximately 11.7% of Vestwell Advisors LLC’s portfolio, making the stock its 2nd largest holding. Vestwell Advisors LLC’s holdings in Schwab U.S. Large-Cap Growth ETF were worth $42,740,000 as of its most recent SEC filing.

A number of other large investors have also recently made changes to their positions in the stock. Duncker Streett & Co. Inc. grew its position in shares of 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 purchasing an additional 312 shares in the last quarter. WMG Financial Advisors LLC lifted its holdings in Schwab U.S. Large-Cap Growth ETF by 2.1% during the 1st quarter. WMG Financial Advisors LLC now owns 15,713 shares of the company’s stock worth $458,000 after purchasing an additional 323 shares in the last quarter. CPC Advisors LLC boosted its stake in Schwab U.S. Large-Cap Growth ETF by 2.3% in the 4th quarter. CPC Advisors LLC now owns 14,719 shares of the company’s stock worth $480,000 after purchasing an additional 325 shares during the period. AssuredPartners Investment Advisors LLC boosted its stake in Schwab U.S. Large-Cap Growth ETF by 3.6% in the 4th quarter. AssuredPartners Investment Advisors LLC now owns 9,384 shares of the company’s stock worth $306,000 after purchasing an additional 326 shares during the period. Finally, Liberty Square Wealth Partners LLC grew its holdings in Schwab U.S. Large-Cap Growth ETF by 3.4% during the 4th quarter. Liberty Square Wealth Partners LLC now owns 10,374 shares of the company’s stock valued at $338,000 after buying an additional 340 shares in the last quarter.

Schwab U.S. Large-Cap Growth ETF Stock Down 1.5%

SCHG stock opened at $33.24 on Thursday. The stock has a 50-day simple moving average of $34.03 and a two-hundred day simple moving average of $32.38. Schwab U.S. Large-Cap Growth ETF has a twelve month low of $27.96 and a twelve month high of $35.42. The firm has a market capitalization of $58.21 billion, a PE ratio of 34.24 and a beta of 1.19.

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.