Serenity Investment Advisors Grows Stock Holdings in Schwab U.S. Large-Cap Growth ETF $SCHG

Serenity Investment Advisors lifted its position in shares of Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG) by 11.6% in the first quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 1,070,844 shares of the company’s stock after acquiring an additional 111,080 shares during the period. Schwab U.S. Large-Cap Growth ETF makes up about 12.0% of Serenity Investment Advisors’ portfolio, making the stock its 3rd largest holding. Serenity Investment Advisors owned approximately 0.06% of Schwab U.S. Large-Cap Growth ETF worth $31,194,000 at the end of the most recent reporting period.

Several other large investors have also made changes to their positions in SCHG. Advisortrust Partners LLC bought a new stake in Schwab U.S. Large-Cap Growth ETF during the first quarter worth $25,000. Garton & Associates Financial Advisors LLC bought a new position in shares of Schwab U.S. Large-Cap Growth ETF in the 4th quarter valued at $27,000. Center for Financial Planning Inc. bought a new position in shares of Schwab U.S. Large-Cap Growth ETF in the 1st quarter valued at $28,000. Cary Street Partners Investment Advisory LLC raised its holdings in shares of Schwab U.S. Large-Cap Growth ETF by 1,922.6% during the 4th quarter. Cary Street Partners Investment Advisory LLC now owns 1,072 shares of the company’s stock worth $35,000 after buying an additional 1,019 shares in the last quarter. Finally, MBM Wealth Consultants LLC acquired a new position in shares of Schwab U.S. Large-Cap Growth ETF during the 1st quarter worth $48,000.

Schwab U.S. Large-Cap Growth ETF Stock Up 1.1%

Shares of SCHG stock opened at $34.17 on Friday. The business has a fifty day simple moving average of $34.02 and a 200 day simple moving average of $32.40. The company has a market cap of $59.84 billion, a P/E ratio of 34.24 and a beta of 1.19. Schwab U.S. Large-Cap Growth ETF has a twelve month low of $27.96 and a twelve month 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.