Kiley Juergens Wealth Management LLC grew its position in Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG – Free Report) by 4.7% during the first quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 38,435 shares of the company’s stock after purchasing an additional 1,710 shares during the quarter. Kiley Juergens Wealth Management LLC’s holdings in Schwab U.S. Large-Cap Growth ETF were worth $962,000 at the end of the most recent reporting period.
A number of other hedge funds and other institutional investors have also modified their holdings of the company. Kingswood Wealth Advisors LLC raised its holdings in shares of Schwab U.S. Large-Cap Growth ETF by 2.1% in the 1st quarter. Kingswood Wealth Advisors LLC now owns 753,364 shares of the company’s stock valued at $18,865,000 after purchasing an additional 15,643 shares in the last quarter. Mayfair Advisory Group LLC raised its stake in Schwab U.S. Large-Cap Growth ETF by 8.5% during the 1st quarter. Mayfair Advisory Group LLC now owns 253,136 shares of the company’s stock worth $6,339,000 after acquiring an additional 19,934 shares in the last quarter. Optivise Advisory Services LLC acquired a new stake in Schwab U.S. Large-Cap Growth ETF during the 1st quarter worth $1,223,000. Prosperity Wealth Management Inc. raised its stake in Schwab U.S. Large-Cap Growth ETF by 17.7% during the 1st quarter. Prosperity Wealth Management Inc. now owns 619,012 shares of the company’s stock worth $15,500,000 after acquiring an additional 93,007 shares in the last quarter. Finally, Financial Freedom LLC acquired a new stake in Schwab U.S. Large-Cap Growth ETF during the 1st quarter worth $74,000.
Schwab U.S. Large-Cap Growth ETF Price Performance
Shares of NYSEARCA:SCHG opened at $28.00 on Wednesday. The company’s fifty day moving average price is $26.39 and its 200 day moving average price is $27.03. Schwab U.S. Large-Cap Growth ETF has a 12 month low of $21.37 and a 12 month high of $29.14. The firm has a market capitalization of $42 billion, a P/E ratio of 32.34 and a beta of 1.16.
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.
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