Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG) is Arbor Trust Wealth Advisors LLC’s 3rd Largest Position

Arbor Trust Wealth Advisors LLC raised its holdings in Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG) by 302.2% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 368,316 shares of the company’s stock after purchasing an additional 276,733 shares during the quarter. Schwab U.S. Large-Cap Growth ETF accounts for 4.8% of Arbor Trust Wealth Advisors LLC’s investment portfolio, making the stock its 3rd largest position. Arbor Trust Wealth Advisors LLC owned approximately 0.13% of Schwab U.S. Large-Cap Growth ETF worth $10,265,000 as of its most recent SEC filing.

Other large investors have also recently made changes to their positions in the company. Marquette Asset Management LLC lifted its stake in Schwab U.S. Large-Cap Growth ETF by 310.6% in the fourth quarter. Marquette Asset Management LLC now owns 4,028,428 shares of the company’s stock valued at $112,272,000 after purchasing an additional 3,047,202 shares during the last quarter. Financial Advisors LLC increased its position in Schwab U.S. Large-Cap Growth ETF by 284.9% in the fourth quarter. Financial Advisors LLC now owns 3,187,865 shares of the company’s stock worth $88,846,000 after buying an additional 2,359,538 shares during the last quarter. Krilogy Financial LLC raised its stake in shares of Schwab U.S. Large-Cap Growth ETF by 283.0% in the fourth quarter. Krilogy Financial LLC now owns 2,821,392 shares of the company’s stock valued at $78,632,000 after buying an additional 2,084,657 shares during the period. Cliftonlarsonallen Wealth Advisors LLC lifted its position in shares of Schwab U.S. Large-Cap Growth ETF by 296.1% during the 4th quarter. Cliftonlarsonallen Wealth Advisors LLC now owns 2,217,000 shares of the company’s stock valued at $61,788,000 after buying an additional 1,657,307 shares during the last quarter. Finally, Accredited Investors Inc. grew its stake in shares of Schwab U.S. Large-Cap Growth ETF by 14,376.8% during the 3rd quarter. Accredited Investors Inc. now owns 1,619,374 shares of the company’s stock worth $168,706,000 after acquiring an additional 1,608,188 shares during the period.

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

Shares of SCHG opened at $28.29 on Friday. Schwab U.S. Large-Cap Growth ETF has a fifty-two week low of $20.85 and a fifty-two week high of $29.14. The business has a 50-day moving average of $28.09 and a 200 day moving average of $26.45. The firm has a market cap of $8.27 billion, a P/E ratio of 39.82 and a beta of 1.25.

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.