FIDELIS iM LLC grew its stake in shares of Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG – Free Report) by 115.7% in the 3rd quarter, HoldingsChannel reports. The fund owned 744,281 shares of the company’s stock after purchasing an additional 399,252 shares during the quarter. Schwab U.S. Large-Cap Growth ETF makes up 8.9% of FIDELIS iM LLC’s investment portfolio, making the stock its 6th largest position. FIDELIS iM LLC’s holdings in Schwab U.S. Large-Cap Growth ETF were worth $26,742,000 as of its most recent filing with the Securities & Exchange Commission.
Other institutional investors also recently made changes to their positions in the company. Avant Capital LLC grew its position in shares of Schwab U.S. Large-Cap Growth ETF by 0.3% in the second quarter. Avant Capital LLC now owns 97,467 shares of the company’s stock valued at $3,298,000 after purchasing an additional 296 shares during the last quarter. Columbia Advisory Partners LLC increased its stake in shares of Schwab U.S. Large-Cap Growth ETF by 0.8% during the third quarter. Columbia Advisory Partners LLC now owns 37,423 shares of the company’s stock worth $1,345,000 after purchasing an additional 313 shares during the period. WMG Financial Advisors LLC increased its stake in shares of Schwab U.S. Large-Cap Growth ETF by 2.1% during the first quarter. WMG Financial Advisors LLC now owns 15,713 shares of the company’s stock worth $458,000 after purchasing an additional 323 shares during the period. Riversedge Advisors LLC lifted its holdings in Schwab U.S. Large-Cap Growth ETF by 5.2% during the 3rd quarter. Riversedge Advisors LLC now owns 6,747 shares of the company’s stock worth $242,000 after purchasing an additional 335 shares during the last quarter. Finally, GAMMA Investing LLC lifted its holdings in Schwab U.S. Large-Cap Growth ETF by 18.6% during the 2nd quarter. GAMMA Investing LLC now owns 2,145 shares of the company’s stock worth $73,000 after purchasing an additional 336 shares during the last quarter.
Schwab U.S. Large-Cap Growth ETF Price Performance
SCHG opened at $35.21 on Friday. The business has a fifty day simple moving average of $35.75 and a 200 day simple moving average of $34.21. The company has a market capitalization of $62.98 billion, a PE ratio of 34.24 and a beta of 1.19. Schwab U.S. Large-Cap Growth ETF has a 1 year low of $27.96 and a 1 year high of $37.10.
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.
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