WESPAC Advisors LLC Takes $1.40 Million Position in Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG)

WESPAC Advisors LLC purchased a new stake in shares of Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG) during the second quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor purchased 13,860 shares of the company’s stock, valued at approximately $1,398,000. Schwab U.S. Large-Cap Growth ETF makes up about 1.1% of WESPAC Advisors LLC’s investment portfolio, making the stock its 24th biggest position.

Several other institutional investors have also bought and sold shares of the business. MeadowBrook Investment Advisors LLC purchased a new position in shares of Schwab U.S. Large-Cap Growth ETF in the 4th quarter worth approximately $25,000. Tidemark LLC purchased a new stake in shares of Schwab U.S. Large-Cap Growth ETF in the fourth quarter valued at $28,000. MTM Investment Management LLC purchased a new stake in shares of Schwab U.S. Large-Cap Growth ETF in the first quarter valued at $32,000. Pineridge Advisors LLC lifted its holdings in shares of Schwab U.S. Large-Cap Growth ETF by 45.7% in the 1st quarter. Pineridge Advisors LLC now owns 386 shares of the company’s stock worth $36,000 after acquiring an additional 121 shares during the last quarter. Finally, Edmond DE Rothschild Holding S.A. purchased a new position in shares of Schwab U.S. Large-Cap Growth ETF during the 4th quarter worth about $35,000.

Schwab U.S. Large-Cap Growth ETF Stock Up 1.0 %

Schwab U.S. Large-Cap Growth ETF stock traded up $1.04 during midday trading on Friday, reaching $101.63. The stock had a trading volume of 1,115,680 shares, compared to its average volume of 1,428,906. The firm has a market cap of $29.73 billion, a price-to-earnings ratio of 39.82 and a beta of 1.25. Schwab U.S. Large-Cap Growth ETF has a 52-week low of $69.78 and a 52-week high of $105.74. The company has a fifty day moving average of $100.49 and a 200 day moving average of $95.57.

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.