Secure Asset Management LLC Raises Holdings in Schwab U.S. Large-Cap Growth ETF $SCHG

Secure Asset Management LLC grew its holdings in Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG) by 39.2% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 179,013 shares of the company’s stock after buying an additional 50,372 shares during the quarter. Schwab U.S. Large-Cap Growth ETF comprises 0.9% of Secure Asset Management LLC’s investment portfolio, making the stock its 23rd biggest holding. Secure Asset Management LLC’s holdings in Schwab U.S. Large-Cap Growth ETF were worth $5,839,000 as of its most recent SEC filing.

A number of other institutional investors have also recently modified their holdings of SCHG. Crews Bank & Trust purchased a new position in Schwab U.S. Large-Cap Growth ETF in the third quarter worth $25,000. Westfuller Advisors LLC acquired a new stake in Schwab U.S. Large-Cap Growth ETF in the third quarter valued at $26,000. REAP Financial Group LLC purchased a new stake in shares of Schwab U.S. Large-Cap Growth ETF during the 3rd quarter worth $28,000. Bessemer Group Inc. acquired a new position in shares of Schwab U.S. Large-Cap Growth ETF during the 3rd quarter worth $31,000. Finally, Howe & Rusling Inc. grew its stake 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.

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

Shares of SCHG opened at $29.42 on Monday. Schwab U.S. Large-Cap Growth ETF has a 52-week low of $21.37 and a 52-week high of $33.74. The company has a 50-day simple moving average of $30.55 and a 200-day simple moving average of $31.78. The company has a market capitalization of $48.90 billion, a PE ratio of 34.24 and a beta of 1.15.

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.