Schwab U.S. Large-Cap Growth ETF $SCHG Position Decreased by XML Financial LLC

XML Financial LLC decreased its position in Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG) by 5.5% in the fourth quarter, HoldingsChannel.com reports. The fund owned 1,501,657 shares of the company’s stock after selling 87,024 shares during the period. Schwab U.S. Large-Cap Growth ETF comprises approximately 4.0% of XML Financial LLC’s investment portfolio, making the stock its biggest holding. XML Financial LLC’s holdings in Schwab U.S. Large-Cap Growth ETF were worth $48,984,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Liberty Square Wealth Partners LLC grew its stake in Schwab U.S. Large-Cap Growth ETF by 3.4% during the 4th quarter. Liberty Square Wealth Partners LLC now owns 10,374 shares of the company’s stock valued at $338,000 after purchasing an additional 340 shares during the last quarter. Schwallier Wealth Management LLC raised its stake in shares of Schwab U.S. Large-Cap Growth ETF by 1.7% in the fourth quarter. Schwallier Wealth Management LLC now owns 608,274 shares of the company’s stock worth $19,465,000 after purchasing an additional 10,178 shares during the last quarter. Peachtree Investment Partners LLC raised its stake in shares of Schwab U.S. Large-Cap Growth ETF by 6.2% in the fourth quarter. Peachtree Investment Partners LLC now owns 468,030 shares of the company’s stock worth $15,267,000 after purchasing an additional 27,492 shares during the last quarter. MCF Advisors LLC lifted its holdings in shares of Schwab U.S. Large-Cap Growth ETF by 282.8% during the fourth quarter. MCF Advisors LLC now owns 8,582 shares of the company’s stock worth $280,000 after purchasing an additional 6,340 shares during the period. Finally, Invst LLC lifted its holdings in shares of Schwab U.S. Large-Cap Growth ETF by 5.5% during the fourth quarter. Invst LLC now owns 1,032,830 shares of the company’s stock worth $33,691,000 after purchasing an additional 53,786 shares during the period.

Schwab U.S. Large-Cap Growth ETF Stock Down 3.0%

Shares of NYSEARCA SCHG opened at $33.75 on Friday. Schwab U.S. Large-Cap Growth ETF has a 52 week low of $27.68 and a 52 week high of $35.42. The business’s 50 day moving average price is $32.63 and its 200 day moving average price is $32.05. The firm has a market cap of $57.05 billion, a P/E ratio of 34.24 and a beta of 1.19.

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. Large-Cap Growth Total Stock Market Index includes the components ranked 1-750 by full market capitalization and that are classified as growth. The Index is a float-adjusted market capitalization weighted index.