LVW Advisors LLC Grows Holdings in Schwab U.S. Large-Cap Growth ETF (SCHG)

LVW Advisors LLC boosted its holdings in shares of Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG) by 22.3% during the fourth quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 89,360 shares of the company’s stock after buying an additional 16,283 shares during the quarter. Schwab U.S. Large-Cap Growth ETF accounts for 2.1% of LVW Advisors LLC’s investment portfolio, making the stock its 9th largest position. LVW Advisors LLC owned approximately 0.10% of Schwab U.S. Large-Cap Growth ETF worth $6,160,000 as of its most recent SEC filing.

Other institutional investors have also added to or reduced their stakes in the company. FMR LLC raised its holdings in shares of Schwab U.S. Large-Cap Growth ETF by 34.8% in the 2nd quarter. FMR LLC now owns 7,035 shares of the company’s stock valued at $533,000 after purchasing an additional 1,817 shares in the last quarter. Renaissance Technologies LLC acquired a new stake in shares of Schwab U.S. Large-Cap Growth ETF in the 2nd quarter valued at $900,000. Raymond James & Associates acquired a new stake in shares of Schwab U.S. Large-Cap Growth ETF in the 2nd quarter valued at $303,000. Eagle Capital Management LLC raised its holdings in shares of Schwab U.S. Large-Cap Growth ETF by 3.1% in the 3rd quarter. Eagle Capital Management LLC now owns 23,140 shares of the company’s stock valued at $1,898,000 after purchasing an additional 688 shares in the last quarter. Finally, Mountain Capital Investment Advisors Inc acquired a new stake in shares of Schwab U.S. Large-Cap Growth ETF in the 3rd quarter valued at $3,197,000.

Shares of SCHG opened at $75.44 on Monday. Schwab U.S. Large-Cap Growth ETF has a twelve month low of $64.30 and a twelve month high of $82.71.

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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.

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Institutional Ownership by Quarter for Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG)

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