Fortis Advisors LLC Raises Stake in Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG)

Fortis Advisors LLC grew its stake in Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG) by 251.0% in the fourth quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund owned 15,994 shares of the company’s stock after acquiring an additional 11,437 shares during the quarter. Fortis Advisors LLC’s holdings in Schwab U.S. Large-Cap Growth ETF were worth $446,000 as of its most recent SEC filing.

Several other institutional investors have also modified their holdings of the stock. Boyce & Associates Wealth Consulting Inc. grew its holdings in shares of Schwab U.S. Large-Cap Growth ETF by 2.2% in the third quarter. Boyce & Associates Wealth Consulting Inc. now owns 5,080 shares of the company’s stock valued at $529,000 after purchasing an additional 109 shares during the period. Evergreen Capital Management LLC boosted its holdings in Schwab U.S. Large-Cap Growth ETF by 3.3% in the 2nd quarter. Evergreen Capital Management LLC now owns 3,964 shares of the company’s stock valued at $400,000 after purchasing an additional 126 shares during the last quarter. Abound Wealth Management grew its stake in shares of Schwab U.S. Large-Cap Growth ETF by 1.7% in the 2nd quarter. Abound Wealth Management now owns 8,095 shares of the company’s stock valued at $816,000 after buying an additional 138 shares during the period. Blair William & Co. IL grew its stake in shares of Schwab U.S. Large-Cap Growth ETF by 0.4% in the 2nd quarter. Blair William & Co. IL now owns 49,047 shares of the company’s stock valued at $4,946,000 after buying an additional 189 shares during the period. Finally, True Vision MN LLC increased its holdings in shares of Schwab U.S. Large-Cap Growth ETF by 0.8% during the 2nd quarter. True Vision MN LLC now owns 23,895 shares of the company’s stock worth $2,412,000 after buying an additional 193 shares during the last quarter.

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

SCHG opened at $27.63 on Tuesday. The stock has a market capitalization of $8.08 billion, a PE ratio of 39.82 and a beta of 1.25. Schwab U.S. Large-Cap Growth ETF has a one year low of $20.59 and a one year high of $29.14. The business’s 50 day moving average price is $28.03 and its 200 day moving average price is $26.38.

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.