Milestone Investment Advisors LLC Sells 21,180 Shares of Schwab U.S. Large-Cap Growth ETF $SCHG

Milestone Investment Advisors LLC lowered its stake in Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG) by 2.0% during the fourth quarter, according to the company in its most recent filing with the SEC. The fund owned 1,014,406 shares of the company’s stock after selling 21,180 shares during the period. Schwab U.S. Large-Cap Growth ETF makes up 8.0% of Milestone Investment Advisors LLC’s portfolio, making the stock its 2nd largest holding. Milestone Investment Advisors LLC owned 0.06% of Schwab U.S. Large-Cap Growth ETF worth $33,090,000 as of its most recent filing with the SEC.

A number of other institutional investors and hedge funds have also bought and sold shares of the stock. Duncker Streett & Co. Inc. grew its stake in Schwab U.S. Large-Cap Growth ETF by 0.4% in the 4th 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 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 valued at $480,000 after buying an additional 325 shares during the last quarter. AssuredPartners Investment Advisors LLC grew 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 valued at $306,000 after buying an additional 326 shares during the last quarter. Liberty Square Wealth Partners LLC grew its stake in Schwab U.S. Large-Cap Growth ETF by 3.4% in 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 during the last quarter. Finally, Tidemark LLC grew its stake in Schwab U.S. Large-Cap Growth ETF by 11.6% in the 4th quarter. Tidemark LLC now owns 3,278 shares of the company’s stock valued at $107,000 after buying an additional 342 shares during the last quarter.

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

Shares of SCHG opened at $33.75 on Monday. Schwab U.S. Large-Cap Growth ETF has a 52 week low of $27.68 and a 52 week high of $35.42. The firm has a market cap of $57.05 billion, a P/E ratio of 34.24 and a beta of 1.19. The firm’s 50-day simple moving average is $32.63 and its 200 day simple moving average is $32.05.

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.