BridgePort Financial Solutions LLC Boosts Holdings in Schwab U.S. Large-Cap Growth ETF $SCHG

BridgePort Financial Solutions LLC increased its holdings in shares of Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG) by 12.9% during the 3rd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 144,105 shares of the company’s stock after buying an additional 16,433 shares during the period. Schwab U.S. Large-Cap Growth ETF comprises 1.2% of BridgePort Financial Solutions LLC’s investment portfolio, making the stock its 19th largest holding. BridgePort Financial Solutions LLC’s holdings in Schwab U.S. Large-Cap Growth ETF were worth $4,598,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors also recently added to or reduced their stakes in the business. Crews Bank & Trust purchased a new position in Schwab U.S. Large-Cap Growth ETF in the third quarter valued at $25,000. Mid American Wealth Advisory Group Inc. acquired a new stake in Schwab U.S. Large-Cap Growth ETF in the 2nd quarter valued at about $26,000. Westfuller Advisors LLC acquired a new stake in Schwab U.S. Large-Cap Growth ETF in the 3rd quarter valued at about $26,000. REAP Financial Group LLC acquired a new position in shares of Schwab U.S. Large-Cap Growth ETF during the third quarter worth about $28,000. Finally, Atlantic Union Bankshares Corp acquired a new position in shares of Schwab U.S. Large-Cap Growth ETF during the second quarter worth about $29,000.

Schwab U.S. Large-Cap Growth ETF Stock Up 1.0%

Shares of NYSEARCA:SCHG opened at $31.42 on Tuesday. Schwab U.S. Large-Cap Growth ETF has a fifty-two week low of $21.37 and a fifty-two week high of $33.74. The firm’s 50 day moving average price is $32.45 and its 200 day moving average price is $31.89. The stock has a market cap of $51.43 billion, a price-to-earnings ratio of 34.24 and a beta of 1.15.

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. 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.