FSM Wealth Advisors LLC Increases Position in Schwab U.S. Large-Cap Growth ETF $SCHG

FSM Wealth Advisors LLC increased its position in shares of Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG) by 11.5% during the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 473,627 shares of the company’s stock after acquiring an additional 48,676 shares during the quarter. Schwab U.S. Large-Cap Growth ETF makes up approximately 2.1% of FSM Wealth Advisors LLC’s holdings, making the stock its 14th biggest holding. FSM Wealth Advisors LLC’s holdings in Schwab U.S. Large-Cap Growth ETF were worth $15,450,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors have also recently bought and sold shares of SCHG. Crews Bank & Trust acquired a new position in Schwab U.S. Large-Cap Growth ETF in the third quarter valued at $25,000. Westfuller Advisors LLC acquired a new stake in Schwab U.S. Large-Cap Growth ETF in the 3rd quarter worth about $26,000. REAP Financial Group LLC purchased a new stake in Schwab U.S. Large-Cap Growth ETF in the 3rd quarter valued at about $28,000. Bessemer Group Inc. purchased a new stake in Schwab U.S. Large-Cap Growth ETF in the 3rd quarter valued at about $31,000. Finally, Howe & Rusling Inc. increased 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 valued at $39,000 after acquiring an additional 332 shares during the last quarter.

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

Shares of SCHG stock opened at $30.51 on Monday. The firm has a market cap of $50.85 billion, a P/E ratio of 34.24 and a beta of 1.19. Schwab U.S. Large-Cap Growth ETF has a 1-year low of $22.74 and a 1-year high of $33.74. The firm’s 50-day simple moving average is $30.32 and its 200-day simple moving average is $31.72.

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.