Schwab U.S. Large-Cap Growth ETF $SCHG is SK Wealth Management LLC’s 4th Largest Position

SK Wealth Management LLC cut its stake in shares of Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG) by 2.5% during the 1st quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 1,180,825 shares of the company’s stock after selling 29,902 shares during the period. Schwab U.S. Large-Cap Growth ETF accounts for approximately 9.7% of SK Wealth Management LLC’s portfolio, making the stock its 4th largest holding. SK Wealth Management LLC owned approximately 0.07% of Schwab U.S. Large-Cap Growth ETF worth $34,882,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds have also recently modified their holdings of SCHG. Garton & Associates Financial Advisors LLC bought a new position in shares of Schwab U.S. Large-Cap Growth ETF in the fourth quarter valued at approximately $27,000. Advisortrust Partners LLC purchased a new position in Schwab U.S. Large-Cap Growth ETF during the first quarter valued at approximately $25,000. Center for Financial Planning Inc. bought a new stake in Schwab U.S. Large-Cap Growth ETF during the 1st quarter worth approximately $28,000. Cary Street Partners Investment Advisory LLC increased its holdings in Schwab U.S. Large-Cap Growth ETF by 1,922.6% during the 4th quarter. Cary Street Partners Investment Advisory LLC now owns 1,072 shares of the company’s stock worth $35,000 after acquiring an additional 1,019 shares during the period. Finally, Manning & Napier Advisors LLC purchased a new stake in Schwab U.S. Large-Cap Growth ETF in the 4th quarter worth approximately $49,000.

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

NYSEARCA SCHG opened at $34.18 on Friday. The company’s 50 day simple moving average is $34.11 and its two-hundred day simple moving average is $32.33. Schwab U.S. Large-Cap Growth ETF has a 1 year low of $27.96 and a 1 year high of $35.42. The stock has a market capitalization of $59.80 billion, a PE 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.