BridgePort Financial Solutions LLC Has $3.73 Million Holdings in Schwab U.S. Large-Cap Growth ETF $SCHG

BridgePort Financial Solutions LLC lifted its position in shares of Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG) by 319.8% in the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 127,672 shares of the company’s stock after buying an additional 97,257 shares during the quarter. Schwab U.S. Large-Cap Growth ETF comprises about 1.2% of BridgePort Financial Solutions LLC’s holdings, making the stock its 21st largest position. BridgePort Financial Solutions LLC’s holdings in Schwab U.S. Large-Cap Growth ETF were worth $3,729,000 at the end of the most recent reporting period.

Several other large investors also recently modified their holdings of the company. Ehrlich Financial Group increased its position in shares of Schwab U.S. Large-Cap Growth ETF by 2.3% during the second quarter. Ehrlich Financial Group now owns 16,268 shares of the company’s stock worth $475,000 after buying an additional 367 shares during the period. BIP Wealth LLC grew its holdings in Schwab U.S. Large-Cap Growth ETF by 1.9% in the first quarter. BIP Wealth LLC now owns 20,944 shares of the company’s stock worth $524,000 after purchasing an additional 383 shares during the period. Wedmont Private Capital grew its holdings in Schwab U.S. Large-Cap Growth ETF by 0.6% in the second quarter. Wedmont Private Capital now owns 66,773 shares of the company’s stock worth $1,966,000 after purchasing an additional 387 shares during the period. Earned Wealth Advisors LLC grew its holdings in Schwab U.S. Large-Cap Growth ETF by 3.7% in the first quarter. Earned Wealth Advisors LLC now owns 10,943 shares of the company’s stock worth $274,000 after purchasing an additional 391 shares during the period. Finally, Van Hulzen Asset Management LLC grew its holdings in Schwab U.S. Large-Cap Growth ETF by 2.7% in the first quarter. Van Hulzen Asset Management LLC now owns 15,419 shares of the company’s stock worth $386,000 after purchasing an additional 403 shares during the period.

Schwab U.S. Large-Cap Growth ETF Trading Down 0.3%

NYSEARCA:SCHG opened at $32.09 on Friday. The stock has a market capitalization of $51.02 billion, a price-to-earnings ratio of 34.24 and a beta of 1.10. The firm has a fifty day simple moving average of $30.91 and a two-hundred day simple moving average of $28.31. Schwab U.S. Large-Cap Growth ETF has a 12 month low of $21.37 and a 12 month high of $32.28.

About Schwab U.S. Large-Cap Growth ETF

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.