Stillwater Private Wealth LLC Buys New Holdings in Schwab U.S. Large-Cap Growth ETF $SCHG

Stillwater Private Wealth LLC purchased a new stake in shares of Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG) in the first quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund purchased 131,601 shares of the company’s stock, valued at approximately $3,833,000. Schwab U.S. Large-Cap Growth ETF accounts for 3.2% of Stillwater Private Wealth LLC’s portfolio, making the stock its 8th largest holding.

Several other institutional investors and hedge funds also recently added to or reduced their stakes in SCHG. Foundations Investment Advisors LLC lifted its position in Schwab U.S. Large-Cap Growth ETF by 10.9% during the fourth quarter. Foundations Investment Advisors LLC now owns 482,907 shares of the company’s stock valued at $15,752,000 after buying an additional 47,368 shares in the last quarter. Simplicity Wealth LLC increased its position in shares of Schwab U.S. Large-Cap Growth ETF by 13.8% in the fourth quarter. Simplicity Wealth LLC now owns 342,626 shares of the company’s stock worth $11,176,000 after acquiring an additional 41,469 shares in the last quarter. Dravo Bay LLC increased its position in shares of Schwab U.S. Large-Cap Growth ETF by 2.6% in the fourth quarter. Dravo Bay LLC now owns 1,213,888 shares of the company’s stock worth $39,597,000 after acquiring an additional 30,487 shares in the last quarter. WBH Advisory Inc. raised its stake in shares of Schwab U.S. Large-Cap Growth ETF by 3.2% in the 4th quarter. WBH Advisory Inc. now owns 830,325 shares of the company’s stock valued at $27,085,000 after acquiring an additional 25,596 shares during the period. Finally, XML Financial LLC raised its stake in shares of Schwab U.S. Large-Cap Growth ETF by 8.6% in the 1st quarter. XML Financial LLC now owns 1,631,157 shares of the company’s stock valued at $47,516,000 after acquiring an additional 129,500 shares during the period.

Schwab U.S. Large-Cap Growth ETF Trading Up 1.1%

NYSEARCA:SCHG opened at $34.17 on Friday. The firm has a market capitalization of $59.95 billion, a price-to-earnings ratio of 34.24 and a beta of 1.19. The firm’s fifty day simple moving average is $34.02 and its 200 day simple moving average is $32.40. Schwab U.S. Large-Cap Growth ETF has a twelve month low of $27.96 and a twelve month 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.