LGT Financial Advisors LLC Lowers Stock Position in Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG)

LGT Financial Advisors LLC cut its position in shares of Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG) by 46.3% during the 2nd quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 4,301 shares of the company’s stock after selling 3,712 shares during the quarter. Schwab U.S. Large-Cap Growth ETF makes up about 0.9% of LGT Financial Advisors LLC’s holdings, making the stock its 22nd biggest position. LGT Financial Advisors LLC’s holdings in Schwab U.S. Large-Cap Growth ETF were worth $434,000 at the end of the most recent reporting period.

A number of other institutional investors have also added to or reduced their stakes in the company. Steward Partners Investment Advisory LLC raised its holdings in Schwab U.S. Large-Cap Growth ETF by 6.2% during the 4th quarter. Steward Partners Investment Advisory LLC now owns 13,070 shares of the company’s stock valued at $1,084,000 after acquiring an additional 762 shares during the period. Able Wealth Management LLC purchased a new position in Schwab U.S. Large-Cap Growth ETF during the 4th quarter valued at about $50,000. Rollins Financial increased its position in shares of Schwab U.S. Large-Cap Growth ETF by 37.1% during the fourth quarter. Rollins Financial now owns 316,406 shares of the company’s stock valued at $26,249,000 after buying an additional 85,602 shares during the period. SteelPeak Wealth LLC purchased a new stake in shares of Schwab U.S. Large-Cap Growth ETF in the first quarter worth about $211,000. Finally, Advisor OS LLC boosted its position in shares of Schwab U.S. Large-Cap Growth ETF by 6.6% in the fourth quarter. Advisor OS LLC now owns 7,004 shares of the company’s stock valued at $581,000 after acquiring an additional 433 shares during the period.

Schwab U.S. Large-Cap Growth ETF Stock Up 0.1 %

Shares of SCHG stock opened at $98.44 on Friday. The business has a 50-day moving average price of $100.36 and a two-hundred day moving average price of $95.85. Schwab U.S. Large-Cap Growth ETF has a 12-month low of $69.78 and a 12-month high of $105.74. The firm has a market cap of $28.79 billion, a P/E ratio of 39.82 and a beta of 1.25.

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.