Unique Wealth LLC lifted its stake in shares of Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG – Free Report) by 265.4% during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 1,091,357 shares of the company’s stock after purchasing an additional 792,708 shares during the period. Schwab U.S. Large-Cap Growth ETF accounts for about 6.3% of Unique Wealth LLC’s portfolio, making the stock its 2nd largest holding. Unique Wealth LLC’s holdings in Schwab U.S. Large-Cap Growth ETF were worth $30,416,000 as of its most recent filing with the Securities and Exchange Commission (SEC).
Other large investors have also made changes to their positions in the company. BCS Wealth Management purchased a new position in Schwab U.S. Large-Cap Growth ETF during the fourth quarter worth about $1,178,000. AdvisorNet Financial Inc grew its position in Schwab U.S. Large-Cap Growth ETF by 301.9% in the fourth quarter. AdvisorNet Financial Inc now owns 59,835 shares of the company’s stock worth $1,668,000 after acquiring an additional 44,948 shares during the period. Granite Bay Wealth Management LLC acquired a new stake in Schwab U.S. Large-Cap Growth ETF during the fourth quarter worth $662,000. Tsfg LLC raised its position in Schwab U.S. Large-Cap Growth ETF by 300.0% in the fourth quarter. Tsfg LLC now owns 1,200 shares of the company’s stock valued at $33,000 after purchasing an additional 900 shares during the period. Finally, Sentinel Pension Advisors Inc. lifted its stake in shares of Schwab U.S. Large-Cap Growth ETF by 244.6% in the 4th quarter. Sentinel Pension Advisors Inc. now owns 96,057 shares of the company’s stock valued at $2,677,000 after purchasing an additional 68,180 shares during the last quarter.
Schwab U.S. Large-Cap Growth ETF Trading Down 0.3 %
NYSEARCA SCHG opened at $27.63 on Tuesday. The stock has a market cap of $8.08 billion, a PE ratio of 39.82 and a beta of 1.25. Schwab U.S. Large-Cap Growth ETF has a twelve month low of $20.59 and a twelve month high of $29.14. The stock has a fifty day simple moving average of $28.03 and a 200-day simple moving average of $26.38.
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.
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