Unique Wealth LLC Has $24.02 Million Holdings in Schwab U.S. Large-Cap Growth ETF $SCHG

Unique Wealth LLC increased its position in Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG) by 4.3% in the third quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm owned 752,622 shares of the company’s stock after purchasing an additional 30,902 shares during the quarter. Schwab U.S. Large-Cap Growth ETF makes up about 3.5% of Unique Wealth LLC’s investment portfolio, making the stock its 6th largest holding. Unique Wealth LLC’s holdings in Schwab U.S. Large-Cap Growth ETF were worth $24,016,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors also recently added to or reduced their stakes in the company. Brighton Jones LLC grew its position in shares of Schwab U.S. Large-Cap Growth ETF by 300.3% in the 4th quarter. Brighton Jones LLC now owns 12,182 shares of the company’s stock worth $340,000 after buying an additional 9,139 shares during the period. Revolve Wealth Partners LLC lifted its position in Schwab U.S. Large-Cap Growth ETF by 294.8% during the 4th quarter. Revolve Wealth Partners LLC now owns 481,364 shares of the company’s stock valued at $13,416,000 after acquiring an additional 359,429 shares during the period. Baird Financial Group Inc. boosted its stake in Schwab U.S. Large-Cap Growth ETF by 228.3% during the first quarter. Baird Financial Group Inc. now owns 101,717 shares of the company’s stock worth $2,547,000 after acquiring an additional 70,737 shares in the last quarter. Royal Bank of Canada grew its holdings in Schwab U.S. Large-Cap Growth ETF by 0.4% in the first quarter. Royal Bank of Canada now owns 2,775,383 shares of the company’s stock worth $69,496,000 after purchasing an additional 9,989 shares during the period. Finally, AQR Capital Management LLC grew its holdings in Schwab U.S. Large-Cap Growth ETF by 19.6% in the first quarter. AQR Capital Management LLC now owns 129,643 shares of the company’s stock worth $3,246,000 after purchasing an additional 21,234 shares during the period.

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

Shares of NYSEARCA SCHG opened at $32.50 on Friday. The company has a 50 day simple moving average of $32.68 and a two-hundred day simple moving average of $31.30. Schwab U.S. Large-Cap Growth ETF has a fifty-two week low of $21.37 and a fifty-two week high of $33.74. The company has a market capitalization of $52.81 billion, a price-to-earnings ratio of 34.24 and a beta of 1.15.

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. Large-Cap Growth Total Stock Market Index includes the components ranked 1-750 by full market capitalization and that are classified as growth. The Index is a float-adjusted market capitalization weighted index.