Aspen Wealth Strategies LLC Sells 140,558 Shares of Schwab U.S. Large-Cap Growth ETF $SCHG

Aspen Wealth Strategies LLC cut its holdings in shares of Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG) by 22.4% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 488,206 shares of the company’s stock after selling 140,558 shares during the quarter. Schwab U.S. Large-Cap Growth ETF comprises 8.7% of Aspen Wealth Strategies LLC’s investment portfolio, making the stock its 3rd biggest position. Aspen Wealth Strategies LLC’s holdings in Schwab U.S. Large-Cap Growth ETF were worth $15,925,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds have also recently bought and sold shares of SCHG. Flagship Wealth Advisors LLC boosted its holdings in Schwab U.S. Large-Cap Growth ETF by 50.5% in the 3rd quarter. Flagship Wealth Advisors LLC now owns 203,727 shares of the company’s stock valued at $6,501,000 after purchasing an additional 68,389 shares during the last quarter. Fortis Capital Advisors LLC boosted its holdings in Schwab U.S. Large-Cap Growth ETF by 1.8% in the 3rd quarter. Fortis Capital Advisors LLC now owns 1,016,583 shares of the company’s stock valued at $32,439,000 after purchasing an additional 17,522 shares during the last quarter. D.B. Root & Company LLC boosted its holdings in Schwab U.S. Large-Cap Growth ETF by 10.9% in the 3rd quarter. D.B. Root & Company LLC now owns 243,695 shares of the company’s stock valued at $7,776,000 after purchasing an additional 23,865 shares during the last quarter. Fingerlakes Wealth Management Inc. boosted its holdings in Schwab U.S. Large-Cap Growth ETF by 11.9% in the 3rd quarter. Fingerlakes Wealth Management Inc. now owns 218,248 shares of the company’s stock valued at $6,964,000 after purchasing an additional 23,155 shares during the last quarter. Finally, B. Riley Wealth Advisors Inc. boosted its holdings in Schwab U.S. Large-Cap Growth ETF by 44.1% in the 3rd quarter. B. Riley Wealth Advisors Inc. now owns 108,307 shares of the company’s stock valued at $3,456,000 after purchasing an additional 33,155 shares during the last quarter.

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

NYSEARCA:SCHG opened at $32.44 on Friday. The firm has a market capitalization of $53.63 billion, a price-to-earnings ratio of 34.24 and a beta of 1.19. The company’s 50-day moving average is $30.50 and its two-hundred day moving average is $31.74. Schwab U.S. Large-Cap Growth ETF has a 1-year low of $24.30 and a 1-year 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.