Schwallier Wealth Management LLC Has $5.26 Million Position in Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG)

Schwallier Wealth Management LLC raised its position in Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG) by 297.4% in the 4th quarter, Holdings Channel.com reports. The firm owned 188,689 shares of the company’s stock after buying an additional 141,208 shares during the period. Schwab U.S. Large-Cap Growth ETF makes up 4.0% of Schwallier Wealth Management LLC’s portfolio, making the stock its 10th biggest holding. Schwallier Wealth Management LLC’s holdings in Schwab U.S. Large-Cap Growth ETF were worth $5,259,000 at the end of the most recent reporting period.

A number of other large investors have also added to or reduced their stakes in SCHG. Denver PWM LLC lifted its holdings in shares of Schwab U.S. Large-Cap Growth ETF by 0.3% during the third quarter. Denver PWM LLC now owns 228,950 shares of the company’s stock worth $23,852,000 after purchasing an additional 672 shares during the period. Valley Wealth Managers Inc. raised its position in shares of Schwab U.S. Large-Cap Growth ETF by 300.0% during the fourth quarter. Valley Wealth Managers Inc. now owns 904 shares of the company’s stock worth $25,000 after acquiring an additional 678 shares during the last quarter. HM Payson & Co. boosted its holdings in Schwab U.S. Large-Cap Growth ETF by 300.0% in the fourth quarter. HM Payson & Co. now owns 944 shares of the company’s stock valued at $26,000 after acquiring an additional 708 shares during the last quarter. Fairfield Financial Advisors LTD increased its position in Schwab U.S. Large-Cap Growth ETF by 299.6% during the 4th quarter. Fairfield Financial Advisors LTD now owns 991 shares of the company’s stock valued at $28,000 after purchasing an additional 743 shares during the period. Finally, Versant Capital Management Inc lifted its position in shares of Schwab U.S. Large-Cap Growth ETF by 300.4% in the 4th quarter. Versant Capital Management Inc now owns 1,017 shares of the company’s stock worth $28,000 after purchasing an additional 763 shares during the period.

Schwab U.S. Large-Cap Growth ETF Stock Down 0.2 %

SCHG opened at $25.24 on Tuesday. The stock has a market cap of $35.59 billion, a PE ratio of 32.77 and a beta of 1.17. Schwab U.S. Large-Cap Growth ETF has a twelve month low of $21.37 and a twelve month high of $29.14. The company has a fifty day moving average of $25.25 and a 200-day moving average of $26.98.

Schwab U.S. Large-Cap Growth ETF Announces Dividend

The firm also recently announced a dividend, which was paid on Monday, March 31st. Investors of record on Wednesday, March 26th were given a dividend of $0.0272 per share. The ex-dividend date was Wednesday, March 26th.

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.