EverSource Wealth Advisors LLC Boosts Stock Position in Schwab U.S. Large-Cap Growth ETF $SCHG

EverSource Wealth Advisors LLC boosted its holdings in shares of Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG) by 294.5% during the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 75,131 shares of the company’s stock after purchasing an additional 56,086 shares during the quarter. EverSource Wealth Advisors LLC’s holdings in Schwab U.S. Large-Cap Growth ETF were worth $2,397,000 as of its most recent SEC filing.

Other institutional investors have also bought and sold shares of the company. Fortis Capital Management LLC increased its holdings in shares of Schwab U.S. Large-Cap Growth ETF by 127.2% in the 3rd quarter. Fortis Capital Management LLC now owns 21,859 shares of the company’s stock worth $698,000 after buying an additional 12,239 shares during the last quarter. Verus Capital Partners LLC grew its position in Schwab U.S. Large-Cap Growth ETF by 9.8% in the third quarter. Verus Capital Partners LLC now owns 52,246 shares of the company’s stock worth $1,667,000 after acquiring an additional 4,682 shares in the last quarter. Arbor Trust Wealth Advisors LLC increased its stake in Schwab U.S. Large-Cap Growth ETF by 1.1% during the third quarter. Arbor Trust Wealth Advisors LLC now owns 340,091 shares of the company’s stock worth $10,852,000 after acquiring an additional 3,865 shares during the last quarter. Lowery Thomas LLC increased its stake in Schwab U.S. Large-Cap Growth ETF by 4.6% during the third quarter. Lowery Thomas LLC now owns 714,198 shares of the company’s stock worth $22,790,000 after acquiring an additional 31,504 shares during the last quarter. Finally, Washington Trust Advisors Inc. purchased a new stake in Schwab U.S. Large-Cap Growth ETF during the third quarter valued at approximately $159,000.

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

NYSEARCA:SCHG opened at $30.80 on Wednesday. The firm has a market capitalization of $50.41 billion, a price-to-earnings ratio of 34.24 and a beta of 1.15. The business has a 50 day simple moving average of $32.00 and a 200-day simple moving average of $31.94. Schwab U.S. Large-Cap Growth ETF has a 1 year low of $21.37 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.