Meriwether Wealth & Planning LLC Has $22.23 Million Stake in Schwab U.S. Large-Cap Growth ETF $SCHG

Meriwether Wealth & Planning LLC raised its stake in shares of Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG) by 2.3% during the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 656,757 shares of the company’s stock after purchasing an additional 14,802 shares during the period. Schwab U.S. Large-Cap Growth ETF accounts for 11.0% of Meriwether Wealth & Planning LLC’s portfolio, making the stock its 2nd largest holding. Meriwether Wealth & Planning LLC’s holdings in Schwab U.S. Large-Cap Growth ETF were worth $22,225,000 as of its most recent filing with the Securities & Exchange Commission.

Other institutional investors also recently modified their holdings of the company. Threadgill Financial LLC boosted its holdings in shares of Schwab U.S. Large-Cap Growth ETF by 171.5% during the 2nd quarter. Threadgill Financial LLC now owns 959,491 shares of the company’s stock worth $32,331,000 after buying an additional 606,064 shares during the period. Castle Rock Wealth Management LLC bought a new position in Schwab U.S. Large-Cap Growth ETF in the 2nd quarter worth $218,000. Evanson Financial LLC bought a new position in Schwab U.S. Large-Cap Growth ETF in the 2nd quarter worth $816,000. Hardin Capital Partners LLC acquired a new position in Schwab U.S. Large-Cap Growth ETF during the 2nd quarter worth $235,000. Finally, Thrive Wealth Management LLC lifted its position in Schwab U.S. Large-Cap Growth ETF by 2.1% during the 2nd quarter. Thrive Wealth Management LLC now owns 5,430,697 shares of the company’s stock worth $183,775,000 after acquiring an additional 112,806 shares during the last quarter.

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

SCHG stock opened at $35.42 on Friday. The stock has a market capitalization of $62.14 billion, a price-to-earnings ratio of 34.24 and a beta of 1.19. The company has a 50-day moving average of $34.08 and a two-hundred day moving average of $32.48. Schwab U.S. Large-Cap Growth ETF has a 52-week low of $27.96 and a 52-week high of $35.91.

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.