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

BridgePort Financial Solutions LLC lifted its holdings in shares of Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG) by 12.9% during the 3rd quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 144,105 shares of the company’s stock after acquiring an additional 16,433 shares during the period. Schwab U.S. Large-Cap Growth ETF accounts for approximately 1.2% of BridgePort Financial Solutions LLC’s investment portfolio, making the stock its 19th biggest 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.

Other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. Midwest Trust Co raised its holdings in Schwab U.S. Large-Cap Growth ETF by 1.5% during the third quarter. Midwest Trust Co now owns 1,571,231 shares of the company’s stock worth $50,138,000 after purchasing an additional 23,419 shares in the last quarter. Wealthfront Advisers LLC grew its position in shares of Schwab U.S. Large-Cap Growth ETF by 26.5% in the 3rd quarter. Wealthfront Advisers LLC now owns 135,197 shares of the company’s stock valued at $4,314,000 after buying an additional 28,347 shares during the last quarter. Summit Asset Management LLC lifted its position in Schwab U.S. Large-Cap Growth ETF by 1.1% in the third quarter. Summit Asset Management LLC now owns 1,389,325 shares of the company’s stock valued at $44,333,000 after acquiring an additional 14,745 shares during the last quarter. Integrity Financial Corp WA lifted its position in Schwab U.S. Large-Cap Growth ETF by 22.9% in the third quarter. Integrity Financial Corp WA now owns 61,021 shares of the company’s stock valued at $1,947,000 after acquiring an additional 11,373 shares during the last quarter. Finally, Johnson Investment Counsel Inc. boosted its stake in Schwab U.S. Large-Cap Growth ETF by 8.8% in the third quarter. Johnson Investment Counsel Inc. now owns 1,151,376 shares of the company’s stock valued at $36,740,000 after acquiring an additional 92,942 shares in the last quarter.

Schwab U.S. Large-Cap Growth ETF Stock Performance

SCHG opened at $31.42 on Tuesday. Schwab U.S. Large-Cap Growth ETF has a one year low of $21.37 and a one year high of $33.74. The stock has a market capitalization of $51.43 billion, a P/E ratio of 34.24 and a beta of 1.15. The business’s 50-day simple moving average is $32.45 and its 200-day simple moving average is $31.89.

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.