Kovack Advisors Inc. reduced its holdings in Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG – Free Report) by 3.1% during the fourth quarter, according to the company in its most recent filing with the SEC. The fund owned 495,974 shares of the company’s stock after selling 16,124 shares during the quarter. Schwab U.S. Large-Cap Growth ETF makes up 0.8% of Kovack Advisors Inc.’s portfolio, making the stock its 17th biggest position. Kovack Advisors Inc.’s holdings in Schwab U.S. Large-Cap Growth ETF were worth $16,245,000 as of its most recent SEC filing.
A number of other institutional investors have also modified their holdings of SCHG. Duncker Streett & Co. Inc. grew 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 worth $2,437,000 after purchasing an additional 312 shares during the period. CPC Advisors LLC lifted its position in 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 valued at $480,000 after buying an additional 325 shares during the period. AssuredPartners Investment Advisors LLC lifted its position in 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 valued at $306,000 after buying an additional 326 shares during the period. Liberty Square Wealth Partners LLC boosted its holdings in shares of 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. Finally, Tidemark LLC boosted its holdings in shares of Schwab U.S. Large-Cap Growth ETF by 11.6% during 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 in the last quarter.
Schwab U.S. Large-Cap Growth ETF Price Performance
NYSEARCA:SCHG opened at $33.38 on Friday. The firm’s 50-day moving average price is $33.02 and its 200-day moving average price is $32.10. The company has a market capitalization of $56.42 billion, a PE ratio of 34.24 and a beta of 1.19. Schwab U.S. Large-Cap Growth ETF has a 1-year low of $27.68 and a 1-year high of $35.42.
Schwab U.S. Large-Cap Growth ETF 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.
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