Diversify Wealth Management LLC Purchases 58,396 Shares of Schwab U.S. Large-Cap Growth ETF $SCHG

Diversify Wealth Management LLC lifted its position in shares of Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG) by 34.2% in the first quarter, HoldingsChannel reports. The fund owned 229,193 shares of the company’s stock after buying an additional 58,396 shares during the period. Diversify Wealth Management LLC’s holdings in Schwab U.S. Large-Cap Growth ETF were worth $6,676,000 at the end of the most recent quarter.

Several other large investors have also made changes to their positions in SCHG. Garton & Associates Financial Advisors LLC acquired a new stake in Schwab U.S. Large-Cap Growth ETF in the fourth quarter worth about $27,000. Cary Street Partners Investment Advisory LLC lifted its position in Schwab U.S. Large-Cap Growth ETF by 1,922.6% during the 4th quarter. Cary Street Partners Investment Advisory LLC now owns 1,072 shares of the company’s stock valued at $35,000 after purchasing an additional 1,019 shares during the period. MBM Wealth Consultants LLC acquired a new position in Schwab U.S. Large-Cap Growth ETF during the 1st quarter valued at about $48,000. Manning & Napier Advisors LLC bought a new position in shares of Schwab U.S. Large-Cap Growth ETF in the 4th quarter valued at about $49,000. Finally, Kingdom Financial Group LLC. bought a new position in shares of Schwab U.S. Large-Cap Growth ETF in the 4th quarter valued at about $49,000.

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

Shares of NYSEARCA:SCHG opened at $34.65 on Monday. Schwab U.S. Large-Cap Growth ETF has a one year low of $27.96 and a one year high of $35.42. The company has a 50 day moving average of $34.02 and a 200-day moving average of $32.27. The stock has a market cap of $60.56 billion, a price-to-earnings ratio of 34.24 and a beta of 1.19.

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.