Storen Legacy Partners LLC Takes $30.60 Million Position in Schwab U.S. Large-Cap Growth ETF $SCHG

Storen Legacy Partners LLC acquired a new stake in shares of Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG) during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor acquired 938,072 shares of the company’s stock, valued at approximately $30,600,000. Schwab U.S. Large-Cap Growth ETF accounts for 9.6% of Storen Legacy Partners LLC’s investment portfolio, making the stock its 4th largest holding. Storen Legacy Partners LLC owned 0.06% of Schwab U.S. Large-Cap Growth ETF as of its most recent filing with the Securities and Exchange Commission (SEC).

Other institutional investors have also recently made changes to their positions in the company. Garton & Associates Financial Advisors LLC purchased a new position in Schwab U.S. Large-Cap Growth ETF during the 4th quarter worth $27,000. Cary Street Partners Investment Advisory LLC lifted its stake in Schwab U.S. Large-Cap Growth ETF by 1,922.6% in the fourth quarter. Cary Street Partners Investment Advisory LLC now owns 1,072 shares of the company’s stock worth $35,000 after acquiring an additional 1,019 shares during the period. Manning & Napier Advisors LLC bought a new position in Schwab U.S. Large-Cap Growth ETF during the 4th quarter worth about $49,000. Kingdom Financial Group LLC. bought a new position in Schwab U.S. Large-Cap Growth ETF during the 4th quarter worth about $49,000. Finally, Mcguire Capital Advisors Inc. 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

Schwab U.S. Large-Cap Growth ETF stock opened at $33.90 on Friday. The firm has a market cap of $57.30 billion, a P/E ratio of 34.24 and a beta of 1.19. The business has a fifty day moving average of $33.52 and a two-hundred day moving average of $32.16. Schwab U.S. Large-Cap Growth ETF has a twelve month low of $27.68 and a twelve month high of $35.42.

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.