Lido Advisors LLC Raises Stake in Schwab U.S. Large-Cap Growth ETF $SCHG

Lido Advisors LLC lifted its position in shares of Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG) by 28.2% in the fourth quarter, according to its most recent 13F filing with the SEC. The firm owned 3,173,962 shares of the company’s stock after purchasing an additional 697,937 shares during the quarter. Lido Advisors LLC owned about 0.19% of Schwab U.S. Large-Cap Growth ETF worth $102,129,000 as of its most recent filing with the SEC.

A number of other institutional investors have also modified their holdings of SCHG. REAP Financial Group LLC purchased a new stake in shares of Schwab U.S. Large-Cap Growth ETF during the 3rd quarter worth about $28,000. Bessemer Group Inc. purchased a new stake in shares of Schwab U.S. Large-Cap Growth ETF during the 3rd quarter worth about $31,000. Cary Street Partners Investment Advisory LLC grew its holdings in shares of Schwab U.S. Large-Cap Growth ETF by 1,922.6% during the 4th quarter. Cary Street Partners Investment Advisory LLC now owns 1,072 shares of the company’s stock worth $35,000 after purchasing an additional 1,019 shares during the period. Howe & Rusling Inc. grew its holdings in shares of Schwab U.S. Large-Cap Growth ETF by 37.7% during the 3rd quarter. Howe & Rusling Inc. now owns 1,212 shares of the company’s stock worth $39,000 after purchasing an additional 332 shares during the period. Finally, Manning & Napier Advisors LLC purchased a new stake in shares of Schwab U.S. Large-Cap Growth ETF during the fourth quarter valued at approximately $49,000.

Schwab U.S. Large-Cap Growth ETF Stock Down 1.2%

SCHG opened at $34.67 on Thursday. The firm has a market capitalization of $58.60 billion, a P/E ratio of 34.24 and a beta of 1.19. The firm’s 50 day moving average is $32.44 and its 200-day moving average is $32.02. Schwab U.S. Large-Cap Growth ETF has a 52-week low of $27.68 and a 52-week high of $35.42.

Schwab U.S. Large-Cap Growth ETF Company 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.