Team Financial Group LLC lifted its holdings in Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG – Free Report) by 7.1% during the 1st quarter, according to its most recent filing with the Securities & Exchange Commission. The firm owned 516,821 shares of the company’s stock after purchasing an additional 34,331 shares during the period. Schwab U.S. Large-Cap Growth ETF comprises approximately 6.8% of Team Financial Group LLC’s holdings, making the stock its 5th biggest position. Team Financial Group LLC’s holdings in Schwab U.S. Large-Cap Growth ETF were worth $15,055,000 at the end of the most recent quarter.
A number of other institutional investors and hedge funds also recently made changes to their positions in the business. Garton & Associates Financial Advisors LLC purchased a new stake in Schwab U.S. Large-Cap Growth ETF during the fourth quarter valued at approximately $27,000. Cary Street Partners Investment Advisory LLC raised its position in Schwab U.S. Large-Cap Growth ETF by 1,922.6% in the fourth quarter. Cary Street Partners Investment Advisory LLC now owns 1,072 shares of the company’s stock worth $35,000 after acquiring an additional 1,019 shares during the period. MBM Wealth Consultants LLC purchased a new position in shares of Schwab U.S. Large-Cap Growth ETF during the 1st quarter worth $48,000. Manning & Napier Advisors LLC purchased a new position in shares of Schwab U.S. Large-Cap Growth ETF during the 4th quarter worth $49,000. Finally, Kingdom Financial Group LLC. bought a new stake in shares of Schwab U.S. Large-Cap Growth ETF during the 4th quarter valued at $49,000.
Schwab U.S. Large-Cap Growth ETF Price Performance
Shares of SCHG stock opened at $34.65 on Monday. The company has a market cap of $60.56 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 $27.96 and a 1 year high of $35.42. The firm has a fifty day moving average price of $34.02 and a 200-day moving average price of $32.27.
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. 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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