Sax Wealth Advisors LLC grew its stake in shares of Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG – Free Report) by 404.6% during the second quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 129,986 shares of the company’s stock after purchasing an additional 104,227 shares during the quarter. Sax Wealth Advisors LLC’s holdings in Schwab U.S. Large-Cap Growth ETF were worth $4,399,000 at the end of the most recent quarter.
Other institutional investors and hedge funds also recently modified their holdings of the company. Sei Investments Co. raised its holdings in shares of Schwab U.S. Large-Cap Growth ETF by 7.6% during the 1st quarter. Sei Investments Co. now owns 47,564,768 shares of the company’s stock valued at $1,385,562,000 after buying an additional 3,356,829 shares during the period. Charles Schwab Investment Management Inc. lifted its position in Schwab U.S. Large-Cap Growth ETF by 9.4% during the 4th quarter. Charles Schwab Investment Management Inc. now owns 37,744,872 shares of the company’s stock worth $1,231,238,000 after acquiring an additional 3,230,427 shares in the last quarter. LPL Financial LLC boosted its holdings in Schwab U.S. Large-Cap Growth ETF by 7.8% in the 4th quarter. LPL Financial LLC now owns 34,166,654 shares of the company’s stock worth $1,114,516,000 after acquiring an additional 2,464,714 shares during the period. Mariner LLC grew its position in Schwab U.S. Large-Cap Growth ETF by 12.5% in the fourth quarter. Mariner LLC now owns 20,078,592 shares of the company’s stock valued at $654,968,000 after acquiring an additional 2,229,203 shares in the last quarter. Finally, Cetera Investment Advisers grew its position in Schwab U.S. Large-Cap Growth ETF by 5.9% in the first quarter. Cetera Investment Advisers now owns 17,955,640 shares of the company’s stock valued at $523,048,000 after acquiring an additional 995,373 shares in the last quarter.
Schwab U.S. Large-Cap Growth ETF Stock Up 1.0%
SCHG opened at $35.78 on Friday. The firm has a market capitalization of $62.78 billion, a P/E ratio of 34.24 and a beta of 1.19. The firm’s 50 day moving average is $34.09 and its 200-day moving average is $32.50. Schwab U.S. Large-Cap Growth ETF has a 52-week low of $27.96 and a 52-week high of $35.91.
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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