Sowell Financial Services LLC Makes New $927,000 Investment in Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG)

Sowell Financial Services LLC acquired a new stake in shares of Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG) in the 4th quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor acquired 33,275 shares of the company’s stock, valued at approximately $927,000.

A number of other institutional investors have also recently made changes to their positions in SCHG. Hantz Financial Services Inc. bought a new position in Schwab U.S. Large-Cap Growth ETF during the third quarter valued at approximately $56,000. Tidemark LLC raised its holdings in shares of Schwab U.S. Large-Cap Growth ETF by 119.8% during the 3rd quarter. Tidemark LLC now owns 734 shares of the company’s stock worth $76,000 after acquiring an additional 400 shares in the last quarter. Valley Wealth Managers Inc. raised its holdings in shares of Schwab U.S. Large-Cap Growth ETF by 300.0% during the 4th quarter. Valley Wealth Managers Inc. now owns 904 shares of the company’s stock worth $25,000 after acquiring an additional 678 shares in the last quarter. HM Payson & Co. boosted its position in shares of Schwab U.S. Large-Cap Growth ETF by 300.0% during the 4th quarter. HM Payson & Co. now owns 944 shares of the company’s stock valued at $26,000 after acquiring an additional 708 shares during the last quarter. Finally, Fairfield Financial Advisors LTD grew its holdings in shares of Schwab U.S. Large-Cap Growth ETF by 299.6% in the fourth quarter. Fairfield Financial Advisors LTD now owns 991 shares of the company’s stock valued at $28,000 after purchasing an additional 743 shares in the last quarter.

Schwab U.S. Large-Cap Growth ETF Stock Down 4.1 %

Schwab U.S. Large-Cap Growth ETF stock opened at $25.10 on Tuesday. Schwab U.S. Large-Cap Growth ETF has a 52-week low of $21.68 and a 52-week high of $29.14. The firm’s fifty day moving average is $28.03 and its 200 day moving average is $27.21. The company has a market cap of $34.64 billion, a price-to-earnings ratio of 36.44 and a beta of 1.11.

About Schwab U.S. Large-Cap Growth ETF

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.