Sunbelt Securities Inc. Raises Stake in Schwab U.S. Large-Cap Growth ETF $SCHG

Sunbelt Securities Inc. raised its holdings in shares of Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG) by 2.4% during the first quarter, according to its most recent filing with the SEC. The firm owned 744,512 shares of the company’s stock after purchasing an additional 17,532 shares during the period. Schwab U.S. Large-Cap Growth ETF accounts for about 1.4% of Sunbelt Securities Inc.’s portfolio, making the stock its 8th largest position. Sunbelt Securities Inc.’s holdings in Schwab U.S. Large-Cap Growth ETF were worth $21,688,000 as of its most recent SEC filing.

Several other large investors have also modified their holdings of the business. Duncker Streett & Co. Inc. boosted its stake in shares of Schwab U.S. Large-Cap Growth ETF by 0.4% during the fourth quarter. Duncker Streett & Co. Inc. now owns 74,707 shares of the company’s stock valued at $2,437,000 after purchasing an additional 312 shares in the last quarter. WMG Financial Advisors LLC raised its stake in Schwab U.S. Large-Cap Growth ETF by 2.1% in the first quarter. WMG Financial Advisors LLC now owns 15,713 shares of the company’s stock worth $458,000 after buying an additional 323 shares in the last quarter. CPC Advisors LLC raised its stake in Schwab U.S. Large-Cap Growth ETF by 2.3% in the fourth quarter. CPC Advisors LLC now owns 14,719 shares of the company’s stock worth $480,000 after buying an additional 325 shares in the last quarter. AssuredPartners Investment Advisors LLC lifted its holdings in Schwab U.S. Large-Cap Growth ETF by 3.6% during the fourth quarter. AssuredPartners Investment Advisors LLC now owns 9,384 shares of the company’s stock worth $306,000 after buying an additional 326 shares during the period. Finally, Liberty Square Wealth Partners LLC lifted its holdings in Schwab U.S. Large-Cap Growth ETF by 3.4% during the fourth quarter. Liberty Square Wealth Partners LLC now owns 10,374 shares of the company’s stock worth $338,000 after buying an additional 340 shares during the period.

Schwab U.S. Large-Cap Growth ETF Trading Up 0.5%

Shares of NYSEARCA SCHG opened at $33.74 on Wednesday. The stock has a market capitalization of $59.03 billion, a PE ratio of 34.24 and a beta of 1.19. The stock’s fifty day simple moving average is $34.06 and its two-hundred day simple moving average is $32.38. Schwab U.S. Large-Cap Growth ETF has a 12-month low of $27.96 and a 12-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.