JFS Wealth Advisors LLC Cuts Position in Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG)

JFS Wealth Advisors LLC lessened its stake in Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG) by 3.9% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 50,833 shares of the company’s stock after selling 2,078 shares during the quarter. Schwab U.S. Large-Cap Growth ETF makes up approximately 0.9% of JFS Wealth Advisors LLC’s portfolio, making the stock its 28th biggest holding. JFS Wealth Advisors LLC owned 0.06% of Schwab U.S. Large-Cap Growth ETF worth $3,504,000 at the end of the most recent reporting period.

Several other large investors also recently bought and sold shares of SCHG. Flagship Harbor Advisors LLC bought a new stake in shares of Schwab U.S. Large-Cap Growth ETF in the 4th quarter worth approximately $50,000. Alpha Omega Wealth Management LLC grew its stake in Schwab U.S. Large-Cap Growth ETF by 49.2% in the 4th quarter. Alpha Omega Wealth Management LLC now owns 977 shares of the company’s stock valued at $67,000 after buying an additional 322 shares in the last quarter. Bank of Montreal Can grew its stake in Schwab U.S. Large-Cap Growth ETF by 32.0% in the 4th quarter. Bank of Montreal Can now owns 1,542 shares of the company’s stock valued at $107,000 after buying an additional 374 shares in the last quarter. Horan Capital Management grew its stake in Schwab U.S. Large-Cap Growth ETF by 13.4% in the 4th quarter. Horan Capital Management now owns 1,680 shares of the company’s stock valued at $115,000 after buying an additional 199 shares in the last quarter. Finally, Whitener Capital Management Inc. purchased a new position in Schwab U.S. Large-Cap Growth ETF in the 3rd quarter valued at approximately $157,000.

Schwab U.S. Large-Cap Growth ETF stock opened at $75.52 on Tuesday. Schwab U.S. Large-Cap Growth ETF has a 1-year low of $64.30 and a 1-year high of $82.71.

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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.

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

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