Valpey Financial Services LLC grew its holdings in shares of Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG – Free Report) by 3,085.3% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 8,003,802 shares of the company’s stock after acquiring an additional 7,752,527 shares during the quarter. Schwab U.S. Large-Cap Growth ETF comprises 1.3% of Valpey Financial Services LLC’s investment portfolio, making the stock its 20th largest position. Valpey Financial Services LLC owned about 0.49% of Schwab U.S. Large-Cap Growth ETF worth $245,365,000 as of its most recent SEC filing.
Other large investors have also recently modified their holdings of the company. Brighton Jones LLC raised its holdings in shares of Schwab U.S. Large-Cap Growth ETF by 300.3% during the 4th quarter. Brighton Jones LLC now owns 12,182 shares of the company’s stock valued at $340,000 after buying an additional 9,139 shares in the last quarter. Revolve Wealth Partners LLC raised its holdings in shares of Schwab U.S. Large-Cap Growth ETF by 294.8% during the 4th quarter. Revolve Wealth Partners LLC now owns 481,364 shares of the company’s stock valued at $13,416,000 after buying an additional 359,429 shares in the last quarter. AQR Capital Management LLC raised its holdings in shares of Schwab U.S. Large-Cap Growth ETF by 19.6% during the 1st quarter. AQR Capital Management LLC now owns 129,643 shares of the company’s stock valued at $3,246,000 after buying an additional 21,234 shares in the last quarter. Goldman Sachs Group Inc. raised its holdings in shares of Schwab U.S. Large-Cap Growth ETF by 285.9% during the 1st quarter. Goldman Sachs Group Inc. now owns 520,761 shares of the company’s stock valued at $13,040,000 after buying an additional 385,822 shares in the last quarter. Finally, First Trust Advisors LP purchased a new position in shares of Schwab U.S. Large-Cap Growth ETF during the 2nd quarter valued at about $248,000.
Schwab U.S. Large-Cap Growth ETF Trading Up 1.2%
Shares of NYSEARCA SCHG opened at $34.99 on Friday. The stock has a market cap of $59.14 billion, a price-to-earnings ratio of 34.24 and a beta of 1.19. Schwab U.S. Large-Cap Growth ETF has a 1-year low of $27.18 and a 1-year high of $35.00. The stock’s 50-day moving average is $32.01 and its 200 day moving average is $31.96.
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.
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