Sunbelt Securities Inc. Buys 22,693 Shares of Schwab U.S. Large-Cap Growth ETF $SCHG

Sunbelt Securities Inc. lifted its stake in Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG) by 3.2% during the 4th quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund owned 726,980 shares of the company’s stock after purchasing an additional 22,693 shares during the period. Schwab U.S. Large-Cap Growth ETF accounts for approximately 1.6% of Sunbelt Securities Inc.’s holdings, making the stock its 6th largest holding. Sunbelt Securities Inc.’s holdings in Schwab U.S. Large-Cap Growth ETF were worth $23,714,000 as of its most recent SEC filing.

Other institutional investors have also made changes to their positions in the company. Foundations Investment Advisors LLC raised its position in shares of Schwab U.S. Large-Cap Growth ETF by 10.9% in the 4th quarter. Foundations Investment Advisors LLC now owns 482,907 shares of the company’s stock valued at $15,752,000 after acquiring an additional 47,368 shares during the period. Bright Futures Wealth Management LLC. acquired a new position in Schwab U.S. Large-Cap Growth ETF during the third quarter valued at approximately $635,000. Compound Planning Inc. increased its stake in Schwab U.S. Large-Cap Growth ETF by 16.2% in the third quarter. Compound Planning Inc. now owns 2,128,290 shares of the company’s stock valued at $67,914,000 after purchasing an additional 296,519 shares in the last quarter. Charles Schwab Trust Co increased its stake in Schwab U.S. Large-Cap Growth ETF by 1.8% in the fourth quarter. Charles Schwab Trust Co now owns 1,753,222 shares of the company’s stock valued at $57,190,000 after purchasing an additional 30,853 shares in the last quarter. Finally, Simplicity Wealth LLC increased its stake in Schwab U.S. Large-Cap Growth ETF by 13.8% in the fourth quarter. Simplicity Wealth LLC now owns 342,626 shares of the company’s stock valued at $11,176,000 after purchasing an additional 41,469 shares in the last quarter.

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

SCHG opened at $33.90 on Friday. The firm’s fifty day moving average is $33.45 and its two-hundred day moving average is $32.15. The firm has a market cap of $57.30 billion, a PE ratio of 34.24 and a beta of 1.19. Schwab U.S. Large-Cap Growth ETF has a twelve month low of $27.68 and a twelve month high of $35.42.

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.