J. Derek Lewis & Associates Inc. Buys Shares of 98,286 Schwab U.S. Large-Cap Growth ETF $SCHG

J. Derek Lewis & Associates Inc. purchased a new position in shares of Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG) in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm purchased 98,286 shares of the company’s stock, valued at approximately $3,206,000. Schwab U.S. Large-Cap Growth ETF makes up 0.8% of J. Derek Lewis & Associates Inc.’s holdings, making the stock its 27th largest holding.

Other institutional investors have also recently added to or reduced their stakes in the company. Garton & Associates Financial Advisors LLC purchased a new stake in shares of Schwab U.S. Large-Cap Growth ETF during the fourth quarter worth about $27,000. Cary Street Partners Investment Advisory LLC lifted its stake in shares of Schwab U.S. Large-Cap Growth ETF by 1,922.6% during the fourth quarter. Cary Street Partners Investment Advisory LLC now owns 1,072 shares of the company’s stock valued at $35,000 after buying an additional 1,019 shares during the period. Manning & Napier Advisors LLC purchased a new position in shares of Schwab U.S. Large-Cap Growth ETF during the fourth quarter valued at approximately $49,000. Kingdom Financial Group LLC. acquired a new stake in Schwab U.S. Large-Cap Growth ETF during the fourth quarter worth approximately $49,000. Finally, Mcguire Capital Advisors Inc. purchased a new stake in shares of Schwab U.S. Large-Cap Growth ETF in the fourth quarter valued at $49,000.

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

SCHG opened at $33.90 on Friday. Schwab U.S. Large-Cap Growth ETF has a 12 month low of $27.68 and a 12 month high of $35.42. The business has a 50-day moving average of $33.52 and a two-hundred day moving average of $32.16. The stock has a market capitalization of $57.30 billion, a price-to-earnings ratio of 34.24 and a beta of 1.19.

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