Beaumont Financial Advisors LLC Lowers Stock Position in Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG)

Posted by Doug Wharley on Apr 19th, 2024

Beaumont Financial Advisors LLC lowered its position in Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG – Free Report) by 29.5% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 22,928 shares of the company’s stock after selling 9,586 shares during the period. Beaumont Financial Advisors LLC’s holdings in Schwab U.S. Large-Cap Growth ETF were worth $1,902,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds also recently made changes to their positions in SCHG. First Command Advisory Services Inc. purchased a new stake in shares of Schwab U.S. Large-Cap Growth ETF in the third quarter valued at about $25,000. WestHill Financial Advisors Inc. purchased a new stake in Schwab U.S. Large-Cap Growth ETF during the third quarter worth about $29,000. Thompson Investment Management Inc. purchased a new stake in Schwab U.S. Large-Cap Growth ETF during the fourth quarter worth about $32,000. MCF Advisors LLC increased its holdings in Schwab U.S. Large-Cap Growth ETF by 45,200.0% during the third quarter. MCF Advisors LLC now owns 453 shares of the company’s stock worth $33,000 after buying an additional 452 shares during the last quarter. Finally, HM Payson & Co. purchased a new stake in Schwab U.S. Large-Cap Growth ETF during the third quarter worth about $37,000.

Schwab U.S. Large-Cap Growth ETF Stock Down 1.7 %

NYSEARCA SCHG traded down $1.55 during trading hours on Friday, reaching $87.47. 1,352,256 shares of the company were exchanged, compared to its average volume of 1,467,941. Schwab U.S. Large-Cap Growth ETF has a 1 year low of $63.57 and a 1 year high of $93.84. The business’s 50 day simple moving average is $91.25 and its 200-day simple moving average is $83.77. The stock has a market capitalization of $25.44 billion, a P/E ratio of 41.12 and a beta of 1.25.

About Schwab U.S. Large-Cap Growth ETF

(Free Report)

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.