264,923 Shares in Schwab U.S. Large-Cap Growth ETF $SCHG Acquired by Valpey Financial Services LLC

Valpey Financial Services LLC purchased a new position in shares of Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG) in the 2nd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor purchased 264,923 shares of the company’s stock, valued at approximately $7,738,000. Schwab U.S. Large-Cap Growth ETF comprises 5.4% of Valpey Financial Services LLC’s investment portfolio, making the stock its 2nd largest holding.

Several other institutional investors and hedge funds have also recently bought and sold shares of the stock. Ehrlich Financial Group increased its position in Schwab U.S. Large-Cap Growth ETF by 2.3% during the second quarter. Ehrlich Financial Group now owns 16,268 shares of the company’s stock worth $475,000 after purchasing an additional 367 shares during the last quarter. BIP Wealth LLC grew its stake in Schwab U.S. Large-Cap Growth ETF by 1.9% during the first quarter. BIP Wealth LLC now owns 20,944 shares of the company’s stock worth $524,000 after buying an additional 383 shares during the period. Wedmont Private Capital grew its stake in Schwab U.S. Large-Cap Growth ETF by 0.6% during the second quarter. Wedmont Private Capital now owns 66,773 shares of the company’s stock worth $1,966,000 after buying an additional 387 shares during the period. Earned Wealth Advisors LLC grew its stake in Schwab U.S. Large-Cap Growth ETF by 3.7% during the first quarter. Earned Wealth Advisors LLC now owns 10,943 shares of the company’s stock worth $274,000 after buying an additional 391 shares during the period. Finally, Van Hulzen Asset Management LLC grew its stake in Schwab U.S. Large-Cap Growth ETF by 2.7% during the first quarter. Van Hulzen Asset Management LLC now owns 15,419 shares of the company’s stock worth $386,000 after buying an additional 403 shares during the period.

Schwab U.S. Large-Cap Growth ETF Stock Down 0.3%

SCHG opened at $32.09 on Monday. Schwab U.S. Large-Cap Growth ETF has a 52-week low of $21.37 and a 52-week high of $32.28. The company has a 50 day moving average of $30.91 and a two-hundred day moving average of $28.33. The company has a market cap of $51.02 billion, a P/E ratio of 34.24 and a beta of 1.10.

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.