Corient Private Wealth LLC Has $4.81 Million Stock Holdings in Schwab U.S. Large-Cap Growth ETF $SCHG

Corient Private Wealth LLC reduced its stake in Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG) by 30.7% during the second quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 164,538 shares of the company’s stock after selling 72,792 shares during the quarter. Corient Private Wealth LLC’s holdings in Schwab U.S. Large-Cap Growth ETF were worth $4,806,000 at the end of the most recent reporting period.

Several other large investors also recently modified their holdings of SCHG. Mid American Wealth Advisory Group Inc. acquired a new position in Schwab U.S. Large-Cap Growth ETF in the second quarter valued at $26,000. Atlantic Union Bankshares Corp acquired a new position in shares of Schwab U.S. Large-Cap Growth ETF in the 2nd quarter valued at about $29,000. Key Financial Inc boosted its position in shares of Schwab U.S. Large-Cap Growth ETF by 148.6% during the 2nd quarter. Key Financial Inc now owns 1,233 shares of the company’s stock valued at $36,000 after purchasing an additional 737 shares in the last quarter. Luminist Capital LLC acquired a new stake in shares of Schwab U.S. Large-Cap Growth ETF during the 1st quarter worth approximately $38,000. Finally, Creekmur Asset Management LLC increased its stake in shares of Schwab U.S. Large-Cap Growth ETF by 200.3% in the 2nd quarter. Creekmur Asset Management LLC now owns 1,811 shares of the company’s stock valued at $53,000 after acquiring an additional 1,208 shares in the last quarter.

Schwab U.S. Large-Cap Growth ETF Stock Up 1.3%

Shares of NYSEARCA SCHG opened at $32.63 on Friday. The firm has a market cap of $53.02 billion, a PE ratio of 34.24 and a beta of 1.15. The company’s fifty day simple moving average is $32.53 and its 200 day simple moving average is $30.99. Schwab U.S. Large-Cap Growth ETF has a 12-month low of $21.37 and a 12-month high of $33.74.

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.