Schwab U.S. Large-Cap Growth ETF $SCHG is Schwallier Wealth Management LLC’s 3rd Largest Position

Schwallier Wealth Management LLC lifted its stake in Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG) by 8.6% during the first quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 660,428 shares of the company’s stock after purchasing an additional 52,154 shares during the period. Schwab U.S. Large-Cap Growth ETF comprises about 14.1% of Schwallier Wealth Management LLC’s investment portfolio, making the stock its 3rd largest position. Schwallier Wealth Management LLC’s holdings in Schwab U.S. Large-Cap Growth ETF were worth $19,238,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other hedge funds have also recently made changes to their positions in SCHG. Garton & Associates Financial Advisors LLC bought a new stake in Schwab U.S. Large-Cap Growth ETF during the 4th quarter valued at about $27,000. Center for Financial Planning Inc. purchased a new stake in Schwab U.S. Large-Cap Growth ETF in the 1st quarter valued at about $28,000. Cary Street Partners Investment Advisory LLC grew its stake in Schwab U.S. Large-Cap Growth ETF by 1,922.6% in the 4th quarter. Cary Street Partners Investment Advisory LLC now owns 1,072 shares of the company’s stock worth $35,000 after acquiring an additional 1,019 shares in the last quarter. Manning & Napier Advisors LLC bought a new position in Schwab U.S. Large-Cap Growth ETF in the 4th quarter worth about $49,000. Finally, Kingdom Financial Group LLC. purchased a new position in shares of Schwab U.S. Large-Cap Growth ETF during the fourth quarter worth approximately $49,000.

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

Schwab U.S. Large-Cap Growth ETF stock opened at $34.90 on Thursday. The company has a 50 day moving average price of $34.10 and a 200-day moving average price of $32.31. Schwab U.S. Large-Cap Growth ETF has a fifty-two week low of $27.96 and a fifty-two week high of $35.42. The company has a market capitalization of $61.01 billion, a PE 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.