Schwab U.S. Large-Cap Growth ETF $SCHG Shares Purchased by XML Financial LLC

XML Financial LLC boosted its position in shares of Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG) by 8.6% during the 1st quarter, HoldingsChannel reports. The firm owned 1,631,157 shares of the company’s stock after buying an additional 129,500 shares during the quarter. Schwab U.S. Large-Cap Growth ETF accounts for 3.8% of XML Financial LLC’s investment portfolio, making the stock its biggest holding. XML Financial LLC’s holdings in Schwab U.S. Large-Cap Growth ETF were worth $47,516,000 at the end of the most recent quarter.

Several other large investors also recently added to or reduced their stakes in SCHG. Valpey Financial Services LLC boosted its position in shares of Schwab U.S. Large-Cap Growth ETF by 3,085.3% in the fourth quarter. Valpey Financial Services LLC now owns 8,003,802 shares of the company’s stock worth $245,365,000 after buying an additional 7,752,527 shares during the period. Focus Partners Wealth lifted its stake in Schwab U.S. Large-Cap Growth ETF by 655.4% in the 4th quarter. Focus Partners Wealth now owns 6,602,251 shares of the company’s stock worth $215,286,000 after acquiring an additional 5,728,214 shares in the last quarter. Charles Schwab Investment Management Inc. boosted its position in Schwab U.S. Large-Cap Growth ETF by 9.4% during the 4th quarter. Charles Schwab Investment Management Inc. now owns 37,744,872 shares of the company’s stock worth $1,231,238,000 after acquiring an additional 3,230,427 shares during the period. Thrivent Financial for Lutherans grew its stake in Schwab U.S. Large-Cap Growth ETF by 7,909.6% during the 4th quarter. Thrivent Financial for Lutherans now owns 3,110,459 shares of the company’s stock valued at $101,473,000 after acquiring an additional 3,071,625 shares in the last quarter. Finally, BlueStem Wealth Partners LLC purchased a new position in Schwab U.S. Large-Cap Growth ETF during the 4th quarter valued at about $92,090,000.

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

NYSEARCA SCHG opened at $33.90 on Monday. The firm has a market capitalization of $57.30 billion, a price-to-earnings ratio of 34.24 and a beta of 1.19. The company has a 50 day simple moving average of $33.52 and a 200-day simple moving average of $32.16. Schwab U.S. Large-Cap Growth ETF has a 52-week low of $27.68 and a 52-week high of $35.42.

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. 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.