BerganKDV Wealth Management LLC Purchases 43,567 Shares of Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG)

BerganKDV Wealth Management LLC grew its position in Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHGGet Rating) by 97.1% during the first quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 88,447 shares of the company’s stock after purchasing an additional 43,567 shares during the period. Schwab U.S. Large-Cap Growth ETF makes up approximately 0.7% of BerganKDV Wealth Management LLC’s investment portfolio, making the stock its 28th largest holding. BerganKDV Wealth Management LLC’s holdings in Schwab U.S. Large-Cap Growth ETF were worth $6,618,000 at the end of the most recent reporting period.

Other institutional investors also recently modified their holdings of the company. Charter Oak Capital Management LLC bought a new stake in Schwab U.S. Large-Cap Growth ETF during the fourth quarter worth about $25,000. Covestor Ltd acquired a new position in Schwab U.S. Large-Cap Growth ETF during the fourth quarter worth approximately $25,000. First Command Bank grew its position in shares of Schwab U.S. Large-Cap Growth ETF by 100.0% in the first quarter. First Command Bank now owns 350 shares of the company’s stock valued at $26,000 after purchasing an additional 175 shares during the last quarter. JNBA Financial Advisors acquired a new position in shares of Schwab U.S. Large-Cap Growth ETF in the fourth quarter valued at approximately $27,000. Finally, Icapital Wealth LLC acquired a new position in shares of Schwab U.S. Large-Cap Growth ETF in the first quarter valued at approximately $27,000.

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

Shares of Schwab U.S. Large-Cap Growth ETF stock traded down $0.30 on Friday, hitting $66.83. The stock had a trading volume of 669,581 shares, compared to its average volume of 1,252,268. Schwab U.S. Large-Cap Growth ETF has a twelve month low of $55.23 and a twelve month high of $84.11. The business’s 50 day moving average is $61.04 and its two-hundred day moving average is $66.46.

About Schwab U.S. Large-Cap Growth ETF

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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.

See Also

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Institutional Ownership by Quarter for Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG)

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