SkyOak Wealth LLC increased its position in shares of Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG – Free Report) by 3.4% during the 2nd quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 786,395 shares of the company’s stock after purchasing an additional 25,858 shares during the quarter. Schwab U.S. Large-Cap Growth ETF makes up about 4.4% of SkyOak Wealth LLC’s holdings, making the stock its 3rd biggest position. SkyOak Wealth LLC’s holdings in Schwab U.S. Large-Cap Growth ETF were worth $26,612,000 at the end of the most recent reporting period.
Other hedge funds and other institutional investors have also added to or reduced their stakes in the company. Advisortrust Partners LLC purchased a new stake in Schwab U.S. Large-Cap Growth ETF in the 1st quarter valued at about $25,000. Garton & Associates Financial Advisors LLC purchased a new position in shares of Schwab U.S. Large-Cap Growth ETF in the 4th quarter worth approximately $27,000. Center for Financial Planning Inc. purchased a new position in shares of Schwab U.S. Large-Cap Growth ETF in the 1st quarter worth approximately $28,000. Cary Street Partners Investment Advisory LLC boosted its stake in shares of Schwab U.S. Large-Cap Growth ETF by 1,922.6% in the 4th quarter. Cary Street Partners Investment Advisory LLC now owns 1,072 shares of the company’s stock worth $35,000 after buying an additional 1,019 shares during the last quarter. Finally, MBM Wealth Consultants LLC bought a new position in shares of Schwab U.S. Large-Cap Growth ETF in the first quarter valued at approximately $48,000.
Schwab U.S. Large-Cap Growth ETF Stock Down 1.1%
SCHG stock opened at $35.27 on Wednesday. The firm has a market cap of $61.88 billion, a PE ratio of 34.24 and a beta of 1.19. The business has a 50 day moving average of $34.63 and a 200-day moving average of $32.95. Schwab U.S. Large-Cap Growth ETF has a 12-month low of $27.96 and a 12-month high of $36.11.
About Schwab U.S. Large-Cap Growth ETF
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.
See Also
- Five stocks we like better than Schwab U.S. Large-Cap Growth ETF
- Dutch Bros Sell-Off Creates a Growth Opportunity
- NVIDIA’s MediaTek Bet Shows How It Plans to Defend Its AI Moat
- Is Abercrombie & Fitch’s Hot Streak Just Getting Started?
- Medtronic’s Stars Are Aligning for a Price Recovery
Want to see what other hedge funds are holding SCHG? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG – Free Report).
Receive News & Ratings for Schwab U.S. Large-Cap Growth ETF Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Schwab U.S. Large-Cap Growth ETF and related companies with MarketBeat.com's FREE daily email newsletter.
-tbk-logo-1200x675.png){kind=logo}