Cwm LLC Has $243.30 Million Stock Position in Schwab U.S. Large-Cap Growth ETF $SCHG

Cwm LLC boosted its position in shares of Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG) by 2.1% in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 7,458,612 shares of the company’s stock after purchasing an additional 155,983 shares during the period. Schwab U.S. Large-Cap Growth ETF accounts for approximately 0.7% of Cwm LLC’s portfolio, making the stock its 27th biggest position. Cwm LLC owned about 0.46% of Schwab U.S. Large-Cap Growth ETF worth $243,300,000 at the end of the most recent reporting period.

Other institutional investors have also recently bought and sold shares of the company. Flagship Wealth Advisors LLC lifted its position in shares of Schwab U.S. Large-Cap Growth ETF by 50.5% in the third quarter. Flagship Wealth Advisors LLC now owns 203,727 shares of the company’s stock worth $6,501,000 after buying an additional 68,389 shares during the last quarter. Fortis Capital Advisors LLC lifted its position in shares of Schwab U.S. Large-Cap Growth ETF by 1.8% in the third quarter. Fortis Capital Advisors LLC now owns 1,016,583 shares of the company’s stock worth $32,439,000 after buying an additional 17,522 shares during the last quarter. D.B. Root & Company LLC lifted its position in shares of Schwab U.S. Large-Cap Growth ETF by 10.9% in the third quarter. D.B. Root & Company LLC now owns 243,695 shares of the company’s stock worth $7,776,000 after buying an additional 23,865 shares during the last quarter. Fingerlakes Wealth Management Inc. lifted its position in shares of Schwab U.S. Large-Cap Growth ETF by 11.9% in the third quarter. Fingerlakes Wealth Management Inc. now owns 218,248 shares of the company’s stock worth $6,964,000 after buying an additional 23,155 shares during the last quarter. Finally, B. Riley Wealth Advisors Inc. lifted its position in shares of Schwab U.S. Large-Cap Growth ETF by 44.1% in the third quarter. B. Riley Wealth Advisors Inc. now owns 108,307 shares of the company’s stock worth $3,456,000 after buying an additional 33,155 shares during the last quarter.

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

Shares of NYSEARCA:SCHG opened at $32.09 on Thursday. Schwab U.S. Large-Cap Growth ETF has a fifty-two week low of $22.74 and a fifty-two week high of $33.74. The business has a 50-day moving average of $30.32 and a two-hundred day moving average of $31.72. The stock has a market capitalization of $53.50 billion, a P/E ratio of 34.24 and a beta of 1.19.

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.