Schwab U.S. Large-Cap Growth ETF $SCHG is Fiduciary Alliance LLC’s 10th Largest Position

Fiduciary Alliance LLC lessened its stake in shares of Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG) by 2.9% in the fourth quarter, according to its most recent filing with the Securities & Exchange Commission. The institutional investor owned 672,540 shares of the company’s stock after selling 20,214 shares during the quarter. Schwab U.S. Large-Cap Growth ETF comprises 1.4% of Fiduciary Alliance LLC’s portfolio, making the stock its 10th largest holding. Fiduciary Alliance LLC’s holdings in Schwab U.S. Large-Cap Growth ETF were worth $21,938,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other hedge funds have also added to or reduced their stakes in SCHG. Westbourne Investments Inc. boosted its position in shares of Schwab U.S. Large-Cap Growth ETF by 2.7% during the 4th quarter. Westbourne Investments Inc. now owns 78,532 shares of the company’s stock valued at $2,565,000 after acquiring an additional 2,081 shares during the last quarter. Personal CFO Solutions LLC bought a new stake in shares of Schwab U.S. Large-Cap Growth ETF during the 4th quarter valued at about $275,000. Montz Harcus Wealth Management LLC boosted its position in shares of Schwab U.S. Large-Cap Growth ETF by 6.0% during the 4th quarter. Montz Harcus Wealth Management LLC now owns 9,501 shares of the company’s stock valued at $310,000 after acquiring an additional 536 shares during the last quarter. Powers Advisory Group LLC boosted its position in shares of Schwab U.S. Large-Cap Growth ETF by 2.2% during the 4th quarter. Powers Advisory Group LLC now owns 362,499 shares of the company’s stock valued at $11,825,000 after acquiring an additional 7,790 shares during the last quarter. Finally, Capital Investment Advisory Services LLC boosted its position in shares of Schwab U.S. Large-Cap Growth ETF by 3.8% during the 4th quarter. Capital Investment Advisory Services LLC now owns 73,910 shares of the company’s stock valued at $2,411,000 after acquiring an additional 2,674 shares during the last quarter.

Schwab U.S. Large-Cap Growth ETF Trading Up 0.3%

Shares of SCHG opened at $30.45 on Friday. The company has a market cap of $50.66 billion, a PE ratio of 34.24 and a beta of 1.17. The stock has a 50-day moving average price of $30.35 and a 200-day moving average price of $31.73. Schwab U.S. Large-Cap Growth ETF has a 12-month low of $22.74 and a 12-month high of $33.74.

About Schwab U.S. Large-Cap Growth ETF

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.