Cassady Schiller Wealth Management LLC Raises Stock Holdings in Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG)

Cassady Schiller Wealth Management LLC raised its position in shares of Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG) by 2.8% in the 1st quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm owned 18,312 shares of the company’s stock after buying an additional 507 shares during the period. Cassady Schiller Wealth Management LLC’s holdings in Schwab U.S. Large-Cap Growth ETF were worth $1,193,000 at the end of the most recent reporting period.

Other institutional investors have also added to or reduced their stakes in the company. JNBA Financial Advisors boosted its holdings in shares of Schwab U.S. Large-Cap Growth ETF by 65.5% during the first quarter. JNBA Financial Advisors now owns 490 shares of the company’s stock worth $32,000 after purchasing an additional 194 shares during the period. Citigroup Inc. lifted its holdings in Schwab U.S. Large-Cap Growth ETF by 381.5% in the 4th quarter. Citigroup Inc. now owns 703 shares of the company’s stock worth $39,000 after buying an additional 557 shares during the period. Fortis Advisors LLC bought a new stake in shares of Schwab U.S. Large-Cap Growth ETF in the 1st quarter worth approximately $47,000. Ten Capital Wealth Advisors LLC increased its stake in shares of Schwab U.S. Large-Cap Growth ETF by 57.7% during the first quarter. Ten Capital Wealth Advisors LLC now owns 749 shares of the company’s stock valued at $49,000 after buying an additional 274 shares during the period. Finally, Householder Group Estate & Retirement Specialist LLC purchased a new position in shares of Schwab U.S. Large-Cap Growth ETF during the first quarter valued at approximately $54,000.

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

SCHG stock traded up $0.10 on Tuesday, reaching $77.00. The company’s stock had a trading volume of 371,788 shares, compared to its average volume of 1,019,760. The firm has a market cap of $19.84 billion, a PE ratio of 27.24 and a beta of 1.10. The business has a fifty day simple moving average of $75.43 and a two-hundred day simple moving average of $69.35. Schwab U.S. Large-Cap Growth ETF has a 12-month low of $53.18 and a 12-month high of $78.50.

Schwab U.S. Large-Cap Growth ETF Company 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.