Schwab U.S. Large-Cap Growth ETF $SCHG Shares Bought by MinichMacGregor Wealth Management LLC

MinichMacGregor Wealth Management LLC raised its position in Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG) by 3.7% during the first quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 484,244 shares of the company’s stock after purchasing an additional 17,440 shares during the period. Schwab U.S. Large-Cap Growth ETF accounts for 2.5% of MinichMacGregor Wealth Management LLC’s investment portfolio, making the stock its 10th largest holding. MinichMacGregor Wealth Management LLC’s holdings in Schwab U.S. Large-Cap Growth ETF were worth $14,106,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors have also modified their holdings of SCHG. Valpey Financial Services LLC lifted its position in shares of Schwab U.S. Large-Cap Growth ETF by 3,085.3% during the 4th quarter. Valpey Financial Services LLC now owns 8,003,802 shares of the company’s stock worth $245,365,000 after purchasing an additional 7,752,527 shares during the last quarter. Focus Partners Wealth increased its holdings in Schwab U.S. Large-Cap Growth ETF by 655.4% in the fourth quarter. Focus Partners Wealth now owns 6,602,251 shares of the company’s stock valued at $215,286,000 after buying an additional 5,728,214 shares during the last quarter. Charles Schwab Investment Management Inc. increased its holdings in Schwab U.S. Large-Cap Growth ETF by 9.4% in the fourth quarter. Charles Schwab Investment Management Inc. now owns 37,744,872 shares of the company’s stock valued at $1,231,238,000 after buying an additional 3,230,427 shares during the last quarter. Thrivent Financial for Lutherans raised its stake in Schwab U.S. Large-Cap Growth ETF by 7,909.6% in the fourth quarter. Thrivent Financial for Lutherans now owns 3,110,459 shares of the company’s stock valued at $101,473,000 after buying an additional 3,071,625 shares in the last quarter. Finally, BlueStem Wealth Partners LLC acquired a new stake in Schwab U.S. Large-Cap Growth ETF in the fourth quarter valued at $92,090,000.

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

Shares of NYSEARCA SCHG opened at $32.98 on Thursday. The company has a market capitalization of $55.74 billion, a price-to-earnings ratio of 34.24 and a beta of 1.19. The business has a 50-day moving average of $33.67 and a two-hundred day moving average of $32.16. Schwab U.S. Large-Cap Growth ETF has a 1 year low of $27.96 and a 1 year high of $35.42.

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.