Von Berge Wealth Management Group LLC reduced its stake in Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG – Free Report) by 2.5% during the second quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 179,350 shares of the company’s stock after selling 4,581 shares during the period. Schwab U.S. Large-Cap Growth ETF makes up 3.0% of Von Berge Wealth Management Group LLC’s portfolio, making the stock its 9th biggest position. Von Berge Wealth Management Group LLC’s holdings in Schwab U.S. Large-Cap Growth ETF were worth $5,325,000 as of its most recent filing with the Securities and Exchange Commission.
A number of other institutional investors and hedge funds have also modified their holdings of the business. Ehrlich Financial Group increased its holdings in shares of Schwab U.S. Large-Cap Growth ETF by 2.3% in the 2nd quarter. Ehrlich Financial Group now owns 16,268 shares of the company’s stock worth $475,000 after purchasing an additional 367 shares in the last quarter. BIP Wealth LLC increased its holdings in shares of Schwab U.S. Large-Cap Growth ETF by 1.9% in the 1st quarter. BIP Wealth LLC now owns 20,944 shares of the company’s stock worth $524,000 after purchasing an additional 383 shares in the last quarter. Wedmont Private Capital increased its holdings in shares of Schwab U.S. Large-Cap Growth ETF by 0.6% in the 2nd quarter. Wedmont Private Capital now owns 66,773 shares of the company’s stock worth $1,966,000 after purchasing an additional 387 shares in the last quarter. Earned Wealth Advisors LLC increased its holdings in shares of Schwab U.S. Large-Cap Growth ETF by 3.7% in the 1st quarter. Earned Wealth Advisors LLC now owns 10,943 shares of the company’s stock worth $274,000 after purchasing an additional 391 shares in the last quarter. Finally, Van Hulzen Asset Management LLC increased its holdings in shares of Schwab U.S. Large-Cap Growth ETF by 2.7% in the 1st quarter. Van Hulzen Asset Management LLC now owns 15,419 shares of the company’s stock worth $386,000 after purchasing an additional 403 shares in the last quarter.
Schwab U.S. Large-Cap Growth ETF Trading Down 3.4%
Schwab U.S. Large-Cap Growth ETF stock opened at $31.41 on Friday. The firm has a market cap of $50.12 billion, a price-to-earnings ratio of 34.24 and a beta of 1.10. The stock has a fifty day simple moving average of $31.12 and a two-hundred day simple moving average of $28.51. Schwab U.S. Large-Cap Growth ETF has a 12 month low of $21.37 and a 12 month high of $32.63.
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.
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