Schwab U.S. Large-Cap Growth ETF $SCHG Stock Holdings Boosted by Vestwell Advisors LLC

Vestwell Advisors LLC boosted its position in Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG) by 17.6% during the 1st quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 1,467,221 shares of the company’s stock after purchasing an additional 219,329 shares during the period. Schwab U.S. Large-Cap Growth ETF comprises approximately 11.7% of Vestwell Advisors LLC’s portfolio, making the stock its 2nd biggest holding. Vestwell Advisors LLC owned 0.09% of Schwab U.S. Large-Cap Growth ETF worth $42,740,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds have also bought and sold shares of the company. Valpey Financial Services LLC raised its stake 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 valued at $245,365,000 after buying an additional 7,752,527 shares during the period. Focus Partners Wealth grew its stake in shares of Schwab U.S. Large-Cap Growth ETF by 655.4% during 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 during the period. RMG Wealth Management LLC grew its stake in shares of Schwab U.S. Large-Cap Growth ETF by 228,621.0% during the 1st quarter. RMG Wealth Management LLC now owns 5,413,826 shares of the company’s stock worth $157,705,000 after acquiring an additional 5,411,459 shares during the period. Sei Investments Co. increased its holdings in Schwab U.S. Large-Cap Growth ETF by 7.6% in the 1st quarter. Sei Investments Co. now owns 47,564,768 shares of the company’s stock worth $1,385,562,000 after acquiring an additional 3,356,829 shares during the last quarter. Finally, Charles Schwab Investment Management Inc. increased its holdings in Schwab U.S. Large-Cap Growth ETF by 9.4% in 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 last quarter.

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

Shares of Schwab U.S. Large-Cap Growth ETF stock opened at $33.24 on Thursday. Schwab U.S. Large-Cap Growth ETF has a 52-week low of $27.96 and a 52-week high of $35.42. The stock’s 50-day simple moving average is $34.03 and its 200 day simple moving average is $32.38. The stock has a market capitalization of $58.21 billion, a P/E ratio of 34.24 and a beta of 1.19.

Schwab U.S. Large-Cap Growth ETF 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.