Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG) is Aspen Wealth Strategies LLC’s Largest Position

Aspen Wealth Strategies LLC lowered its holdings in shares of Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG) by 13.7% in the 4th quarter, HoldingsChannel.com reports. The firm owned 216,109 shares of the company’s stock after selling 34,330 shares during the period. Schwab U.S. Large-Cap Growth ETF comprises approximately 13.0% of Aspen Wealth Strategies LLC’s portfolio, making the stock its biggest holding. Aspen Wealth Strategies LLC’s holdings in Schwab U.S. Large-Cap Growth ETF were worth $17,928,000 at the end of the most recent quarter.

Several other institutional investors have also recently made changes to their positions in the business. Retirement Income Solutions Inc lifted its stake in shares of Schwab U.S. Large-Cap Growth ETF by 100.0% in the 1st quarter. Retirement Income Solutions Inc now owns 8,630 shares of the company’s stock valued at $646,000 after purchasing an additional 4,315 shares during the last quarter. JPMorgan Chase & Co. increased its holdings in Schwab U.S. Large-Cap Growth ETF by 93.3% during the 1st quarter. JPMorgan Chase & Co. now owns 6,103 shares of the company’s stock worth $457,000 after purchasing an additional 2,946 shares during the period. Bank of New York Mellon Corp increased its holdings in Schwab U.S. Large-Cap Growth ETF by 63.1% during the 1st quarter. Bank of New York Mellon Corp now owns 6,064 shares of the company’s stock worth $454,000 after purchasing an additional 2,347 shares during the period. PNC Financial Services Group Inc. increased its holdings in Schwab U.S. Large-Cap Growth ETF by 126.1% during the 1st quarter. PNC Financial Services Group Inc. now owns 7,972 shares of the company’s stock worth $597,000 after purchasing an additional 4,446 shares during the period. Finally, Bank of Montreal Can increased its holdings in shares of Schwab U.S. Large-Cap Growth ETF by 125.9% in the 1st quarter. Bank of Montreal Can now owns 3,149 shares of the company’s stock valued at $240,000 after acquiring an additional 1,755 shares during the period.

Schwab U.S. Large-Cap Growth ETF Trading Up 0.1 %

Shares of NYSEARCA:SCHG traded up $0.09 on Tuesday, reaching $90.26. The company had a trading volume of 1,750,035 shares, compared to its average volume of 1,473,838. Schwab U.S. Large-Cap Growth ETF has a 52-week low of $63.57 and a 52-week high of $93.84. The firm’s 50 day simple moving average is $91.22 and its 200-day simple moving average is $83.57. The firm has a market capitalization of $26.25 billion, a PE ratio of 41.12 and a beta of 1.25.

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.