Capital Wealth Management LLC Boosts Stake in Schwab U.S. Large-Cap Growth ETF $SCHG

Capital Wealth Management LLC boosted its holdings in Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG) by 2.7% during the second quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund owned 547,416 shares of the company’s stock after acquiring an additional 14,633 shares during the quarter. Schwab U.S. Large-Cap Growth ETF accounts for about 3.8% of Capital Wealth Management LLC’s investment portfolio, making the stock its 13th largest position. Capital Wealth Management LLC’s holdings in Schwab U.S. Large-Cap Growth ETF were worth $18,525,000 as of its most recent SEC filing.

Other institutional investors and hedge funds have also recently modified their holdings of the company. Avant Capital LLC increased 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 worth $3,298,000 after purchasing an additional 296 shares during the last quarter. WMG Financial Advisors LLC lifted its position in 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 valued at $458,000 after purchasing an additional 323 shares during the last quarter. AssuredPartners Investment Advisors LLC lifted its position 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 valued at $306,000 after purchasing an additional 326 shares during the last quarter. GAMMA Investing LLC lifted its position in Schwab U.S. Large-Cap Growth ETF by 18.6% during the second quarter. GAMMA Investing LLC now owns 2,145 shares of the company’s stock valued at $73,000 after purchasing an additional 336 shares during the last quarter. Finally, Liberty Square Wealth Partners LLC grew its stake in Schwab U.S. Large-Cap Growth ETF by 3.4% in the 4th 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 in the last quarter.

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

Shares of NYSEARCA:SCHG opened at $35.27 on Wednesday. The company’s fifty day moving average price is $34.63 and its 200-day moving average price is $32.95. The firm has a market capitalization of $61.88 billion, a price-to-earnings ratio of 34.24 and a beta of 1.19. Schwab U.S. Large-Cap Growth ETF has a one year low of $27.96 and a one year high of $36.11.

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.