Forte Capital LLC ADV Boosts Stock Position in Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG)

Forte Capital LLC ADV boosted its holdings in Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG) by 278.3% during the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 1,770,830 shares of the company’s stock after acquiring an additional 1,302,721 shares during the period. Schwab U.S. Large-Cap Growth ETF accounts for 5.5% of Forte Capital LLC ADV’s holdings, making the stock its 2nd biggest position. Forte Capital LLC ADV owned about 0.61% of Schwab U.S. Large-Cap Growth ETF worth $49,353,000 as of its most recent SEC filing.

Other large investors have also added to or reduced their stakes in the company. Carnegie Investment Counsel increased its position in Schwab U.S. Large-Cap Growth ETF by 293.5% during the 4th quarter. Carnegie Investment Counsel now owns 16,062 shares of the company’s stock worth $448,000 after buying an additional 11,980 shares during the period. HighMark Wealth Management LLC grew its holdings in shares of Schwab U.S. Large-Cap Growth ETF by 300.2% during the 4th quarter. HighMark Wealth Management LLC now owns 2,045 shares of the company’s stock worth $57,000 after purchasing an additional 1,534 shares in the last quarter. Summit Wealth & Retirement Planning Inc. grew its holdings in shares of Schwab U.S. Large-Cap Growth ETF by 292.7% during the 4th quarter. Summit Wealth & Retirement Planning Inc. now owns 1,532,498 shares of the company’s stock worth $42,711,000 after purchasing an additional 1,142,247 shares in the last quarter. Burney Co. grew its holdings in shares of Schwab U.S. Large-Cap Growth ETF by 117.9% during the 4th quarter. Burney Co. now owns 11,668 shares of the company’s stock worth $325,000 after purchasing an additional 6,313 shares in the last quarter. Finally, Kingsview Wealth Management LLC grew its holdings in shares of Schwab U.S. Large-Cap Growth ETF by 363.6% during the 4th quarter. Kingsview Wealth Management LLC now owns 421,641 shares of the company’s stock worth $11,751,000 after purchasing an additional 330,686 shares in the last quarter.

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

SCHG opened at $28.73 on Friday. The firm has a market cap of $8.40 billion, a P/E ratio of 39.82 and a beta of 1.25. Schwab U.S. Large-Cap Growth ETF has a 52-week low of $21.68 and a 52-week high of $29.14. The business’s fifty day moving average is $28.45 and its 200-day moving average is $26.98.

Schwab U.S. Large-Cap Growth ETF Company 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.