Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG) Stake Lifted by Financial Synergies Wealth Advisors Inc.

Financial Synergies Wealth Advisors Inc. lifted its stake in shares of Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHGFree Report) by 0.7% during the 1st quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm owned 324,580 shares of the company’s stock after acquiring an additional 2,256 shares during the period. Schwab U.S. Large-Cap Growth ETF accounts for approximately 3.9% of Financial Synergies Wealth Advisors Inc.’s portfolio, making the stock its 8th biggest position. Financial Synergies Wealth Advisors Inc.’s holdings in Schwab U.S. Large-Cap Growth ETF were worth $30,095,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds also recently bought and sold shares of the company. Sei Investments Co. raised its holdings in Schwab U.S. Large-Cap Growth ETF by 3.9% in the 4th quarter. Sei Investments Co. now owns 9,004,383 shares of the company’s stock valued at $747,003,000 after buying an additional 341,684 shares during the period. Envestnet Asset Management Inc. lifted its holdings in shares of Schwab U.S. Large-Cap Growth ETF by 25.6% in the 4th quarter. Envestnet Asset Management Inc. now owns 7,938,982 shares of the company’s stock worth $658,618,000 after acquiring an additional 1,617,687 shares during the last quarter. Raymond James Financial Services Advisors Inc. boosted its position in shares of Schwab U.S. Large-Cap Growth ETF by 3.8% during the 4th quarter. Raymond James Financial Services Advisors Inc. now owns 3,222,090 shares of the company’s stock worth $267,305,000 after purchasing an additional 118,673 shares during the period. Ameriprise Financial Inc. increased its holdings in Schwab U.S. Large-Cap Growth ETF by 3.1% in the 3rd quarter. Ameriprise Financial Inc. now owns 2,226,607 shares of the company’s stock valued at $161,531,000 after purchasing an additional 67,750 shares during the last quarter. Finally, Angeles Investment Advisors LLC raised its position in Schwab U.S. Large-Cap Growth ETF by 2.3% in the fourth quarter. Angeles Investment Advisors LLC now owns 1,803,200 shares of the company’s stock valued at $149,593,000 after purchasing an additional 41,000 shares during the period.

Schwab U.S. Large-Cap Growth ETF Stock Performance

Shares of SCHG traded down $1.05 during midday trading on Monday, hitting $99.56. 1,427,007 shares of the stock were exchanged, compared to its average volume of 1,410,073. Schwab U.S. Large-Cap Growth ETF has a 52-week low of $69.78 and a 52-week high of $102.03. The stock has a fifty day simple moving average of $94.29 and a 200 day simple moving average of $89.99. The firm has a market cap of $29.12 billion, a P/E ratio of 39.82 and a beta of 1.25.

Schwab U.S. Large-Cap Growth ETF Profile

(Free Report)

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.

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Institutional Ownership by Quarter for Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG)

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