Schwab U.S. Large-Cap Growth ETF $SCHG is Kelman Lazarov Inc.’s 2nd Largest Position

Kelman Lazarov Inc. increased its holdings in Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG) by 2.0% during the 1st quarter, Holdings Channel reports. The firm owned 1,870,926 shares of the company’s stock after buying an additional 36,103 shares during the period. Schwab U.S. Large-Cap Growth ETF makes up approximately 7.8% of Kelman Lazarov Inc.’s investment portfolio, making the stock its 2nd biggest position. Kelman Lazarov Inc.’s holdings in Schwab U.S. Large-Cap Growth ETF were worth $54,500,000 as of its most recent SEC filing.

Other large investors also recently modified their holdings of the company. Valpey Financial Services LLC raised its position in Schwab U.S. Large-Cap Growth ETF by 3,085.3% during the 4th quarter. Valpey Financial Services LLC now owns 8,003,802 shares of the company’s stock valued at $245,365,000 after purchasing an additional 7,752,527 shares during the last quarter. Focus Partners Wealth lifted its holdings 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 buying an additional 5,728,214 shares during the period. Charles Schwab Investment Management Inc. grew its position in shares of 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 buying an additional 3,230,427 shares during the last quarter. Thrivent Financial for Lutherans grew its position in shares of Schwab U.S. Large-Cap Growth ETF by 7,909.6% in the 4th quarter. Thrivent Financial for Lutherans now owns 3,110,459 shares of the company’s stock worth $101,473,000 after buying an additional 3,071,625 shares during the last quarter. Finally, BlueStem Wealth Partners LLC bought a new stake in shares of Schwab U.S. Large-Cap Growth ETF in the 4th quarter worth approximately $92,090,000.

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

SCHG opened at $34.12 on Friday. The stock has a market capitalization of $59.52 billion, a PE ratio of 34.24 and a beta of 1.19. The stock’s 50 day moving average price is $33.85 and its 200-day moving average price is $32.20. Schwab U.S. Large-Cap Growth ETF has a 52-week low of $27.96 and a 52-week high of $35.42.

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.