Montis Financial LLC Invests $2.33 Million in Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG)

Montis Financial LLC bought a new position in shares of Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG) during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund bought 83,721 shares of the company’s stock, valued at approximately $2,333,000. Schwab U.S. Large-Cap Growth ETF comprises about 0.7% of Montis Financial LLC’s investment portfolio, making the stock its 26th largest holding.

Several other large investors also recently bought and sold shares of SCHG. Ashton Thomas Private Wealth LLC grew its position in Schwab U.S. Large-Cap Growth ETF by 80.6% during the 3rd quarter. Ashton Thomas Private Wealth LLC now owns 3,626 shares of the company’s stock worth $378,000 after purchasing an additional 1,618 shares during the last quarter. Black Diamond Financial LLC grew its position in Schwab U.S. Large-Cap Growth ETF by 7.7% during the 3rd quarter. Black Diamond Financial LLC now owns 190,858 shares of the company’s stock worth $19,973,000 after purchasing an additional 13,648 shares during the last quarter. Signature Estate & Investment Advisors LLC grew its position in Schwab U.S. Large-Cap Growth ETF by 14.9% during the 3rd quarter. Signature Estate & Investment Advisors LLC now owns 9,108 shares of the company’s stock worth $949,000 after purchasing an additional 1,182 shares during the last quarter. KCM Investment Advisors LLC grew its position in Schwab U.S. Large-Cap Growth ETF by 4.6% during the 3rd quarter. KCM Investment Advisors LLC now owns 8,324 shares of the company’s stock worth $867,000 after purchasing an additional 368 shares during the last quarter. Finally, Northeast Financial Group Inc. grew its position in Schwab U.S. Large-Cap Growth ETF by 11.5% during the 3rd quarter. Northeast Financial Group Inc. now owns 123,940 shares of the company’s stock worth $12,912,000 after purchasing an additional 12,799 shares during the last quarter.

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

SCHG stock opened at $25.55 on Friday. The firm’s fifty day simple moving average is $27.81 and its 200-day simple moving average is $27.18. The company has a market capitalization of $35.26 billion, a P/E ratio of 31.74 and a beta of 1.13. Schwab U.S. Large-Cap Growth ETF has a 12 month low of $21.68 and a 12 month high of $29.14.

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.