Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG) is Kaizen Financial Strategies’ 3rd Largest Position

Posted by Kim Johansen on May 11th, 2025

Kaizen Financial Strategies lifted its position in shares of Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG – Free Report) by 298.7% during the 4th quarter, according to its most recent disclosure with the SEC. The firm owned 506,215 shares of the company’s stock after buying an additional 379,256 shares during the period. Schwab U.S. Large-Cap Growth ETF accounts for approximately 8.0% of Kaizen Financial Strategies’ portfolio, making the stock its 3rd largest holding. Kaizen Financial Strategies’ holdings in Schwab U.S. Large-Cap Growth ETF were worth $14,108,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds have also modified their holdings of the company. Baker Tilly Wealth Management LLC grew its position in shares of Schwab U.S. Large-Cap Growth ETF by 296.7% in the fourth quarter. Baker Tilly Wealth Management LLC now owns 13,650 shares of the company’s stock valued at $380,000 after purchasing an additional 10,209 shares during the period. ORG Partners LLC boosted its stake in Schwab U.S. Large-Cap Growth ETF by 1,690.4% in the 4th quarter. ORG Partners LLC now owns 22,309 shares of the company’s stock worth $622,000 after buying an additional 21,063 shares during the last quarter. Aprio Wealth Management LLC grew its holdings in Schwab U.S. Large-Cap Growth ETF by 302.5% in the 4th quarter. Aprio Wealth Management LLC now owns 37,687 shares of the company’s stock valued at $1,050,000 after buying an additional 28,323 shares during the period. EWG Elevate Inc. increased its stake in shares of Schwab U.S. Large-Cap Growth ETF by 313.1% during the 4th quarter. EWG Elevate Inc. now owns 305,837 shares of the company’s stock valued at $8,524,000 after acquiring an additional 231,799 shares during the last quarter. Finally, Crescent Sterling Ltd. lifted its holdings in shares of Schwab U.S. Large-Cap Growth ETF by 305.2% during the 4th quarter. Crescent Sterling Ltd. now owns 66,555 shares of the company’s stock worth $1,855,000 after acquiring an additional 50,130 shares during the period.

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

SCHG opened at $25.96 on Friday. Schwab U.S. Large-Cap Growth ETF has a 1 year low of $21.37 and a 1 year high of $29.14. The company’s 50 day simple moving average is $24.96 and its 200 day simple moving average is $26.93. The stock has a market capitalization of $36.60 billion, a PE ratio of 32.77 and a beta of 1.17.

Schwab U.S. Large-Cap Growth ETF Announces Dividend

The company also recently disclosed a dividend, which was paid on Monday, March 31st. Stockholders of record on Wednesday, March 26th were issued a dividend of $0.0272 per share. The ex-dividend date of this dividend was Wednesday, March 26th.

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

(Free Report)

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.