WealthShield Partners LLC Raises Holdings in Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG)

WealthShield Partners LLC boosted its stake in shares of Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG) by 283.0% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 571,497 shares of the company’s stock after purchasing an additional 422,268 shares during the quarter. Schwab U.S. Large-Cap Growth ETF comprises 2.3% of WealthShield Partners LLC’s holdings, making the stock its 3rd largest holding. WealthShield Partners LLC owned 0.20% of Schwab U.S. Large-Cap Growth ETF worth $15,928,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other institutional investors also recently added to or reduced their stakes in the stock. KCM Investment Advisors LLC boosted its holdings in Schwab U.S. Large-Cap Growth ETF by 4.6% in the third quarter. KCM Investment Advisors LLC now owns 8,324 shares of the company’s stock worth $867,000 after acquiring an additional 368 shares in the last quarter. TFB Advisors LLC boosted its holdings in Schwab U.S. Large-Cap Growth ETF by 7.2% in the third quarter. TFB Advisors LLC now owns 5,767 shares of the company’s stock worth $601,000 after acquiring an additional 388 shares in the last quarter. Investors Research Corp boosted its holdings in Schwab U.S. Large-Cap Growth ETF by 3.4% in the third quarter. Investors Research Corp now owns 12,042 shares of the company’s stock worth $1,255,000 after acquiring an additional 398 shares in the last quarter. Tidemark LLC boosted its holdings in Schwab U.S. Large-Cap Growth ETF by 119.8% in the third quarter. Tidemark LLC now owns 734 shares of the company’s stock worth $76,000 after acquiring an additional 400 shares in the last quarter. Finally, McCarthy Asset Management Inc. boosted its holdings in Schwab U.S. Large-Cap Growth ETF by 0.4% in the third quarter. McCarthy Asset Management Inc. now owns 96,479 shares of the company’s stock worth $10,051,000 after acquiring an additional 410 shares in the last quarter.

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

Shares of NYSEARCA SCHG opened at $28.01 on Monday. The company has a market cap of $8.19 billion, a PE ratio of 39.82 and a beta of 1.25. The business has a 50-day simple moving average of $28.44 and a two-hundred day simple moving average of $27.07. Schwab U.S. Large-Cap Growth ETF has a fifty-two week low of $21.68 and a fifty-two week high of $29.14.

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.