Schwab U.S. Large-Cap Growth ETF $SCHG Shares Bought by Serenity Investment Advisors

Serenity Investment Advisors raised its holdings in Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG) by 2.5% during the second quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 1,097,595 shares of the company’s stock after purchasing an additional 26,751 shares during the quarter. Schwab U.S. Large-Cap Growth ETF accounts for 16.4% of Serenity Investment Advisors’ holdings, making the stock its largest holding. Serenity Investment Advisors owned 0.06% of Schwab U.S. Large-Cap Growth ETF worth $38,526,000 as of its most recent SEC filing.

Other large investors have also modified their holdings of the company. Garton & Associates Financial Advisors LLC acquired a new stake in shares of Schwab U.S. Large-Cap Growth ETF during the 4th quarter worth about $27,000. Advisortrust Partners LLC purchased a new stake in Schwab U.S. Large-Cap Growth ETF in the 1st quarter valued at about $25,000. Center for Financial Planning Inc. acquired a new position in Schwab U.S. Large-Cap Growth ETF in the first quarter valued at about $28,000. NI Acquisitions Company LLC acquired a new position in Schwab U.S. Large-Cap Growth ETF in the second quarter valued at about $35,000. Finally, Cary Street Partners Investment Advisory LLC lifted its position in Schwab U.S. Large-Cap Growth ETF by 1,922.6% in the fourth quarter. Cary Street Partners Investment Advisory LLC now owns 1,072 shares of the company’s stock valued at $35,000 after buying an additional 1,019 shares during the last quarter.

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

Shares of SCHG stock opened at $35.53 on Monday. Schwab U.S. Large-Cap Growth ETF has a 1-year low of $27.96 and a 1-year high of $36.11. The firm has a market cap of $62.34 billion, a PE ratio of 34.24 and a beta of 1.19. The company has a 50-day moving average of $34.80 and a two-hundred day moving average of $33.06.

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.