Schwab U.S. Large-Cap Growth ETF $SCHG Stake Lowered by Kaizen Financial Strategies

Kaizen Financial Strategies lessened its holdings in shares of Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG) by 10.6% during the 3rd quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 464,265 shares of the company’s stock after selling 55,334 shares during the period. Schwab U.S. Large-Cap Growth ETF accounts for approximately 6.8% of Kaizen Financial Strategies’ investment portfolio, making the stock its 2nd biggest holding. Kaizen Financial Strategies’ holdings in Schwab U.S. Large-Cap Growth ETF were worth $16,681,000 as of its most recent SEC filing.

Several other institutional investors have also recently added to or reduced their stakes in the business. RFG Bristol Wealth Advisors LLC boosted its holdings in Schwab U.S. Large-Cap Growth ETF by 3.8% in the third quarter. RFG Bristol Wealth Advisors LLC now owns 168,987 shares of the company’s stock valued at $6,072,000 after purchasing an additional 6,218 shares in the last quarter. Sound Income Strategies LLC acquired a new stake in Schwab U.S. Large-Cap Growth ETF during the third quarter worth approximately $211,000. GK Wealth Management LLC acquired a new stake in Schwab U.S. Large-Cap Growth ETF during the third quarter worth approximately $59,000. Successful Portfolios LLC acquired a new stake in Schwab U.S. Large-Cap Growth ETF during the third quarter worth approximately $276,000. Finally, Avity Investment Management Inc. purchased a new stake in shares of Schwab U.S. Large-Cap Growth ETF during the 3rd quarter worth approximately $3,055,000.

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

Shares of Schwab U.S. Large-Cap Growth ETF stock traded up $0.32 during trading hours on Friday, hitting $36.74. The company had a trading volume of 7,108,345 shares, compared to its average volume of 12,330,776. The company’s 50-day moving average is $35.63 and its two-hundred day moving average is $33.95. Schwab U.S. Large-Cap Growth ETF has a twelve month low of $27.96 and a twelve month high of $37.10. The company has a market cap of $65.47 billion, a P/E ratio of 34.24 and a beta of 1.19.

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. 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.