Atlas Financial Advisors Inc. decreased its holdings in Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG – Free Report) by 5.0% during the 2nd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 4,636 shares of the company’s stock after selling 244 shares during the quarter. Schwab U.S. Large-Cap Growth ETF makes up 0.8% of Atlas Financial Advisors Inc.’s investment portfolio, making the stock its 18th biggest holding. Atlas Financial Advisors Inc.’s holdings in Schwab U.S. Large-Cap Growth ETF were worth $467,000 as of its most recent SEC filing.
Other institutional investors and hedge funds have also bought and sold shares of the company. Tidemark LLC bought a new position in Schwab U.S. Large-Cap Growth ETF during the 4th quarter worth approximately $28,000. MTM Investment Management LLC acquired a new stake in shares of Schwab U.S. Large-Cap Growth ETF during the first quarter worth $32,000. Edmond DE Rothschild Holding S.A. acquired a new stake in shares of Schwab U.S. Large-Cap Growth ETF during the fourth quarter worth $35,000. Pineridge Advisors LLC raised its stake in Schwab U.S. Large-Cap Growth ETF by 45.7% during the first quarter. Pineridge Advisors LLC now owns 386 shares of the company’s stock worth $36,000 after buying an additional 121 shares during the last quarter. Finally, Creekmur Asset Management LLC acquired a new position in Schwab U.S. Large-Cap Growth ETF in the fourth quarter valued at $43,000.
Schwab U.S. Large-Cap Growth ETF Trading Down 2.3 %
Shares of Schwab U.S. Large-Cap Growth ETF stock opened at $96.21 on Friday. The company has a market cap of $28.14 billion, a P/E ratio of 39.82 and a beta of 1.25. The business has a 50-day moving average price of $100.27 and a two-hundred day moving average price of $95.89. Schwab U.S. Large-Cap Growth ETF has a 1-year low of $69.78 and a 1-year high of $105.74.
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.
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