LVW Advisors LLC Has $23.06 Million Position in Schwab U.S. Large-Cap Growth ETF $SCHG

by · The Cerbat Gem

LVW Advisors LLC trimmed its position in Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG – Free Report) by 10.1% during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 722,745 shares of the company’s stock after selling 81,010 shares during the period. Schwab U.S. Large-Cap Growth ETF makes up approximately 2.4% of LVW Advisors LLC’s holdings, making the stock its 15th biggest holding. LVW Advisors LLC’s holdings in Schwab U.S. Large-Cap Growth ETF were worth $23,063,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors have also bought and sold shares of SCHG. Charles Schwab Investment Management Inc. increased its stake in Schwab U.S. Large-Cap Growth ETF by 653.7% in the second quarter. Charles Schwab Investment Management Inc. now owns 32,809,028 shares of the company’s stock valued at $958,352,000 after purchasing an additional 28,455,790 shares in the last quarter. Envestnet Asset Management Inc. boosted its position in shares of Schwab U.S. Large-Cap Growth ETF by 14.5% during the second quarter. Envestnet Asset Management Inc. now owns 55,240,546 shares of the company’s stock worth $1,613,576,000 after purchasing an additional 6,979,991 shares in the last quarter. RMG Wealth Management LLC acquired a new position in shares of Schwab U.S. Large-Cap Growth ETF in the 2nd quarter valued at $142,573,000. Sei Investments Co. grew its holdings in shares of Schwab U.S. Large-Cap Growth ETF by 11.0% in the 2nd quarter. Sei Investments Co. now owns 45,745,266 shares of the company’s stock valued at $1,336,220,000 after buying an additional 4,524,057 shares during the period. Finally, Mather Group LLC. increased its position in shares of Schwab U.S. Large-Cap Growth ETF by 4.5% in the 2nd quarter. Mather Group LLC. now owns 42,286,978 shares of the company’s stock valued at $1,235,203,000 after buying an additional 1,836,380 shares in the last quarter.

Schwab U.S. Large-Cap Growth ETF Trading Down 0.5%

Shares of Schwab U.S. Large-Cap Growth ETF stock opened at $32.93 on Tuesday. The stock’s fifty day simple moving average is $32.65 and its 200 day simple moving average is $31.21. The company has a market capitalization of $53.51 billion, a PE ratio of 34.24 and a beta of 1.15. Schwab U.S. Large-Cap Growth ETF has a 12 month low of $21.37 and a 12 month high of $33.74.

Schwab U.S. Large-Cap Growth ETF Profile

(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. 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.

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