Dakota Wealth Management Grows Stock Holdings in Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG)

Dakota Wealth Management boosted its holdings in Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHGFree Report) by 6.8% in the fourth quarter, according to its most recent filing with the SEC. The institutional investor owned 40,851 shares of the company’s stock after buying an additional 2,594 shares during the period. Dakota Wealth Management’s holdings in Schwab U.S. Large-Cap Growth ETF were worth $3,389,000 as of its most recent SEC filing.

Other institutional investors have also bought and sold shares of the company. Retirement Income Solutions Inc boosted its position in shares of Schwab U.S. Large-Cap Growth ETF by 100.0% during the first quarter. Retirement Income Solutions Inc now owns 8,630 shares of the company’s stock worth $646,000 after acquiring an additional 4,315 shares during the last quarter. JPMorgan Chase & Co. lifted its stake in Schwab U.S. Large-Cap Growth ETF by 93.3% in the 1st quarter. JPMorgan Chase & Co. now owns 6,103 shares of the company’s stock worth $457,000 after purchasing an additional 2,946 shares in the last quarter. Bank of New York Mellon Corp boosted its holdings in shares of Schwab U.S. Large-Cap Growth ETF by 63.1% during the 1st quarter. Bank of New York Mellon Corp now owns 6,064 shares of the company’s stock valued at $454,000 after purchasing an additional 2,347 shares during the last quarter. PNC Financial Services Group Inc. grew its position in shares of Schwab U.S. Large-Cap Growth ETF by 126.1% during the first quarter. PNC Financial Services Group Inc. now owns 7,972 shares of the company’s stock valued at $597,000 after purchasing an additional 4,446 shares in the last quarter. Finally, Bank of Montreal Can increased its holdings in shares of Schwab U.S. Large-Cap Growth ETF by 125.9% in the first quarter. Bank of Montreal Can now owns 3,149 shares of the company’s stock worth $240,000 after purchasing an additional 1,755 shares during the last quarter.

Schwab U.S. Large-Cap Growth ETF Trading Down 1.9 %

NYSEARCA:SCHG opened at $90.19 on Tuesday. The business’s 50-day moving average is $91.22 and its 200 day moving average is $83.57. Schwab U.S. Large-Cap Growth ETF has a 12 month low of $63.57 and a 12 month high of $93.84. The company has a market capitalization of $26.23 billion, a P/E ratio of 41.12 and a beta of 1.25.

About Schwab U.S. Large-Cap Growth ETF

(Free Report)

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.

Further Reading

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Institutional Ownership by Quarter for Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG)

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