Serenity Investment Advisors grew its position in Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG – Free Report) by 2.5% in the second quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 1,097,595 shares of the company’s stock after buying an additional 26,751 shares during the quarter. Schwab U.S. Large-Cap Growth ETF accounts for 16.4% of Serenity Investment Advisors’ holdings, making the stock its largest holding. Serenity Investment Advisors’ holdings in Schwab U.S. Large-Cap Growth ETF were worth $38,526,000 at the end of the most recent reporting period.
Other institutional investors and hedge funds have also recently modified their holdings of the company. Foundations Investment Advisors LLC grew its holdings in shares of Schwab U.S. Large-Cap Growth ETF by 10.9% in the fourth quarter. Foundations Investment Advisors LLC now owns 482,907 shares of the company’s stock valued at $15,752,000 after purchasing an additional 47,368 shares in the last quarter. Vise Technologies Inc. increased its stake in Schwab U.S. Large-Cap Growth ETF by 159.8% during the 4th quarter. Vise Technologies Inc. now owns 51,074 shares of the company’s stock worth $1,666,000 after buying an additional 31,412 shares during the period. Independent Advisor Alliance lifted its holdings in Schwab U.S. Large-Cap Growth ETF by 57.2% during the 4th quarter. Independent Advisor Alliance now owns 181,109 shares of the company’s stock worth $5,908,000 after buying an additional 65,918 shares in the last quarter. XML Financial LLC lifted its holdings in Schwab U.S. Large-Cap Growth ETF by 8.6% during the 1st quarter. XML Financial LLC now owns 1,631,157 shares of the company’s stock worth $47,516,000 after buying an additional 129,500 shares in the last quarter. Finally, Catalyst Investment Management LLC purchased a new position in Schwab U.S. Large-Cap Growth ETF in the 4th quarter valued at approximately $2,164,000.
Schwab U.S. Large-Cap Growth ETF Price Performance
Shares of SCHG stock opened at $35.53 on Monday. The firm has a 50 day moving average of $34.80 and a two-hundred day moving average of $33.06. The stock has a market capitalization of $62.34 billion, a PE ratio of 34.24 and a beta of 1.19. Schwab U.S. Large-Cap Growth ETF has a 52 week low of $27.96 and a 52 week high of $36.11.
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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