Fortis Advisors LLC Boosts Stock Holdings in Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG)

Fortis Advisors LLC raised its stake in Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG) by 18.6% during the first quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 18,969 shares of the company’s stock after purchasing an additional 2,975 shares during the quarter. Fortis Advisors LLC’s holdings in Schwab U.S. Large-Cap Growth ETF were worth $475,000 at the end of the most recent quarter.

Other institutional investors also recently made changes to their positions in the company. Capital & Planning LLC increased its stake in Schwab U.S. Large-Cap Growth ETF by 292.3% during the fourth quarter. Capital & Planning LLC now owns 1,138,646 shares of the company’s stock worth $31,734,000 after acquiring an additional 848,370 shares during the last quarter. Ironwood Wealth Management LLC. grew its holdings in shares of Schwab U.S. Large-Cap Growth ETF by 306.5% during the 4th quarter. Ironwood Wealth Management LLC. now owns 17,143 shares of the company’s stock worth $478,000 after purchasing an additional 12,926 shares during the period. LaFleur & Godfrey LLC grew its holdings in shares of Schwab U.S. Large-Cap Growth ETF by 299.6% during the 4th quarter. LaFleur & Godfrey LLC now owns 13,553 shares of the company’s stock worth $378,000 after purchasing an additional 10,161 shares during the period. Eagle Capital Management LLC increased its position in Schwab U.S. Large-Cap Growth ETF by 297.9% during the 4th quarter. Eagle Capital Management LLC now owns 193,813 shares of the company’s stock worth $5,402,000 after purchasing an additional 145,100 shares in the last quarter. Finally, Brighton Jones LLC raised its holdings in Schwab U.S. Large-Cap Growth ETF by 300.3% in the fourth quarter. Brighton Jones LLC now owns 12,182 shares of the company’s stock valued at $340,000 after buying an additional 9,139 shares during the period.

Schwab U.S. Large-Cap Growth ETF Stock Down 1.3%

Shares of SCHG stock opened at $27.89 on Friday. Schwab U.S. Large-Cap Growth ETF has a fifty-two week low of $21.37 and a fifty-two week high of $29.14. The firm’s 50 day moving average price is $26.21 and its two-hundred day moving average price is $27.03. The stock has a market cap of $41.84 billion, a price-to-earnings ratio of 32.34 and a beta of 1.16.

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.