Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG) is Martel Wealth Advisors Inc’s 8th Largest Position

Martel Wealth Advisors Inc increased its position in shares of Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG) by 295.3% in the fourth quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 535,870 shares of the company’s stock after purchasing an additional 400,312 shares during the quarter. Schwab U.S. Large-Cap Growth ETF accounts for approximately 2.9% of Martel Wealth Advisors Inc’s investment portfolio, making the stock its 8th largest holding. Martel Wealth Advisors Inc owned 0.18% of Schwab U.S. Large-Cap Growth ETF worth $14,935,000 at the end of the most recent quarter.

Other large investors have also recently bought and sold shares of the company. Carnegie Investment Counsel lifted its holdings in shares of Schwab U.S. Large-Cap Growth ETF by 293.5% in the 4th quarter. Carnegie Investment Counsel now owns 16,062 shares of the company’s stock valued at $448,000 after buying an additional 11,980 shares during the period. Burney Co. lifted its holdings in Schwab U.S. Large-Cap Growth ETF by 117.9% in the fourth quarter. Burney Co. now owns 11,668 shares of the company’s stock valued at $325,000 after acquiring an additional 6,313 shares during the period. Copley Financial Group Inc. purchased a new stake in Schwab U.S. Large-Cap Growth ETF in the 3rd quarter worth approximately $278,000. Brass Tax Wealth Management Inc. grew its stake in shares of Schwab U.S. Large-Cap Growth ETF by 14.6% during the 3rd quarter. Brass Tax Wealth Management Inc. now owns 42,706 shares of the company’s stock worth $4,449,000 after purchasing an additional 5,442 shares during the period. Finally, Sculati Wealth Management LLC increased its holdings in shares of Schwab U.S. Large-Cap Growth ETF by 82.2% during the 3rd quarter. Sculati Wealth Management LLC now owns 84,484 shares of the company’s stock valued at $8,802,000 after purchasing an additional 38,110 shares in the last quarter.

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

Shares of NYSEARCA SCHG opened at $28.29 on Tuesday. Schwab U.S. Large-Cap Growth ETF has a 1 year low of $20.85 and a 1 year high of $29.14. The company’s fifty day moving average price is $28.10 and its 200 day moving average price is $26.47. The company has a market capitalization of $8.27 billion, a PE ratio of 39.82 and a beta of 1.25.

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.