Win Advisors Inc. Cuts Holdings in Schwab U.S. Large-Cap Growth ETF $SCHG

Win Advisors Inc. reduced its holdings in Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG) by 44.4% during the fourth quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 393,448 shares of the company’s stock after selling 314,123 shares during the quarter. Schwab U.S. Large-Cap Growth ETF comprises 5.4% of Win Advisors Inc.’s investment portfolio, making the stock its 5th largest position. Win Advisors Inc.’s holdings in Schwab U.S. Large-Cap Growth ETF were worth $12,834,000 as of its most recent SEC filing.

Other large investors have also recently made changes to their positions in the company. Whittier Trust Co. of Nevada Inc. lifted its stake in shares of Schwab U.S. Large-Cap Growth ETF by 16.3% in the 3rd quarter. Whittier Trust Co. of Nevada Inc. now owns 2,232 shares of the company’s stock valued at $72,000 after purchasing an additional 312 shares during the period. Duncker Streett & Co. Inc. lifted its stake in shares of Schwab U.S. Large-Cap Growth ETF by 0.4% in the 4th quarter. Duncker Streett & Co. Inc. now owns 74,707 shares of the company’s stock valued at $2,437,000 after purchasing an additional 312 shares during the period. Pinnacle Financial Partners Inc lifted its stake in shares of Schwab U.S. Large-Cap Growth ETF by 0.9% in the 3rd quarter. Pinnacle Financial Partners Inc now owns 36,217 shares of the company’s stock valued at $1,156,000 after purchasing an additional 315 shares during the period. Woodmont Investment Counsel LLC lifted its stake in shares of Schwab U.S. Large-Cap Growth ETF by 0.8% in the 3rd quarter. Woodmont Investment Counsel LLC now owns 40,616 shares of the company’s stock valued at $1,296,000 after purchasing an additional 325 shares during the period. Finally, CPC Advisors LLC lifted its stake in shares of Schwab U.S. Large-Cap Growth ETF by 2.3% in the 4th quarter. CPC Advisors LLC now owns 14,719 shares of the company’s stock valued at $480,000 after purchasing an additional 325 shares during the period.

Schwab U.S. Large-Cap Growth ETF Stock Up 0.0%

SCHG opened at $34.13 on Tuesday. The stock has a market cap of $57.69 billion, a PE ratio of 34.24 and a beta of 1.19. The business has a 50 day moving average of $31.03 and a 200-day moving average of $31.83. Schwab U.S. Large-Cap Growth ETF has a 52 week low of $26.66 and a 52 week high of $34.26.

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.