Custos Family Office LLC Acquires 46,147 Shares of Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG)

Custos Family Office LLC boosted its holdings in Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG) by 300.4% in the 4th quarter, according to its most recent filing with the Securities & Exchange Commission. The institutional investor owned 61,507 shares of the company’s stock after purchasing an additional 46,147 shares during the quarter. Schwab U.S. Large-Cap Growth ETF accounts for about 0.6% of Custos Family Office LLC’s portfolio, making the stock its 27th largest holding. Custos Family Office LLC’s holdings in Schwab U.S. Large-Cap Growth ETF were worth $1,714,000 at the end of the most recent quarter.

A number of other institutional investors have also recently bought and sold shares of the business. Petra Financial Advisors Inc. raised its holdings in Schwab U.S. Large-Cap Growth ETF by 261.9% in the 4th quarter. Petra Financial Advisors Inc. now owns 67,005 shares of the company’s stock valued at $1,867,000 after acquiring an additional 48,491 shares in the last quarter. Axxcess Wealth Management LLC increased its position in shares of Schwab U.S. Large-Cap Growth ETF by 412.9% in the fourth quarter. Axxcess Wealth Management LLC now owns 37,916 shares of the company’s stock worth $1,057,000 after purchasing an additional 30,524 shares during the period. Aspen Wealth Strategies LLC increased its position in shares of Schwab U.S. Large-Cap Growth ETF by 274.0% in the fourth quarter. Aspen Wealth Strategies LLC now owns 729,549 shares of the company’s stock worth $20,333,000 after purchasing an additional 534,471 shares during the period. Flagship Wealth Advisors LLC acquired a new position in Schwab U.S. Large-Cap Growth ETF in the fourth quarter valued at about $979,000. Finally, Wealth Architects LLC lifted its position in Schwab U.S. Large-Cap Growth ETF by 288.5% during the fourth quarter. Wealth Architects LLC now owns 31,120 shares of the company’s stock worth $867,000 after purchasing an additional 23,109 shares during the period.

Schwab U.S. Large-Cap Growth ETF Stock Up 0.4 %

SCHG stock opened at $25.65 on Tuesday. The company’s 50-day moving average price is $27.75 and its two-hundred day moving average price is $27.21. The firm has a market cap of $35.40 billion, a P/E ratio of 31.74 and a beta of 1.13. Schwab U.S. Large-Cap Growth ETF has a 12 month low of $21.68 and a 12 month high of $29.14.

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.