Savvy Advisors Inc. Has $77.35 Million Holdings in Schwab U.S. Large-Cap Growth ETF $SCHG

Savvy Advisors Inc. increased its holdings in shares of Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG) by 44.8% during the 4th quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 2,371,128 shares of the company’s stock after acquiring an additional 734,008 shares during the period. Schwab U.S. Large-Cap Growth ETF comprises about 2.5% of Savvy Advisors Inc.’s investment portfolio, making the stock its 6th biggest position. Savvy Advisors Inc. owned 0.15% of Schwab U.S. Large-Cap Growth ETF worth $77,346,000 at the end of the most recent quarter.

Other institutional investors and hedge funds have also added to or reduced their stakes in the company. Stratos Wealth Partners LTD. raised its position in Schwab U.S. Large-Cap Growth ETF by 16.3% in the fourth quarter. Stratos Wealth Partners LTD. now owns 406,534 shares of the company’s stock worth $13,261,000 after purchasing an additional 56,947 shares in the last quarter. Stratos Investment Management LLC boosted its holdings in Schwab U.S. Large-Cap Growth ETF by 11.6% during the fourth quarter. Stratos Investment Management LLC now owns 13,209 shares of the company’s stock valued at $431,000 after purchasing an additional 1,377 shares in the last quarter. C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors grew its stake in shares of Schwab U.S. Large-Cap Growth ETF by 157.0% in the 4th quarter. C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors now owns 30,086 shares of the company’s stock valued at $981,000 after purchasing an additional 18,378 shares during the period. Midwest Financial Group LLC grew its stake in shares of Schwab U.S. Large-Cap Growth ETF by 18.9% in the 4th quarter. Midwest Financial Group LLC now owns 117,586 shares of the company’s stock valued at $3,836,000 after purchasing an additional 18,684 shares during the period. Finally, Aspiriant LLC raised its holdings in shares of Schwab U.S. Large-Cap Growth ETF by 23.0% in the 4th quarter. Aspiriant LLC now owns 37,698 shares of the company’s stock worth $1,230,000 after buying an additional 7,050 shares in the last quarter.

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

Schwab U.S. Large-Cap Growth ETF stock opened at $29.42 on Friday. 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 has a one year low of $21.37 and a one year high of $33.74. The business has a 50 day simple moving average of $30.55 and a 200 day simple moving average of $31.78.

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.