Wealth Effects LLC Acquires 11,071 Shares of Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG)

Wealth Effects LLC lifted its holdings in shares of Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG) by 339.9% during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 14,328 shares of the company’s stock after purchasing an additional 11,071 shares during the quarter. Wealth Effects LLC’s holdings in Schwab U.S. Large-Cap Growth ETF were worth $399,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors also recently made changes to their positions in the company. Perigon Wealth Management LLC lifted its position in Schwab U.S. Large-Cap Growth ETF by 316.7% during the fourth quarter. Perigon Wealth Management LLC now owns 707,827 shares of the company’s stock worth $19,763,000 after purchasing an additional 537,945 shares during the period. Hutchens & Kramer Investment Management Group LLC lifted its holdings in shares of Schwab U.S. Large-Cap Growth ETF by 300.0% during the 4th quarter. Hutchens & Kramer Investment Management Group LLC now owns 14,613 shares of the company’s stock worth $407,000 after acquiring an additional 10,960 shares during the period. MBE Wealth Management LLC boosted its position in shares of Schwab U.S. Large-Cap Growth ETF by 300.1% during the 4th quarter. MBE Wealth Management LLC now owns 20,691 shares of the company’s stock worth $577,000 after acquiring an additional 15,519 shares in the last quarter. Patrick M Sweeney & Associates Inc. increased its stake in Schwab U.S. Large-Cap Growth ETF by 304.0% in the fourth quarter. Patrick M Sweeney & Associates Inc. now owns 12,677 shares of the company’s stock valued at $353,000 after acquiring an additional 9,539 shares during the last quarter. Finally, KFA Private Wealth Group LLC raised its position in Schwab U.S. Large-Cap Growth ETF by 300.0% during the fourth quarter. KFA Private Wealth Group LLC now owns 12,473 shares of the company’s stock valued at $348,000 after purchasing an additional 9,355 shares in the last quarter.

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

Shares of SCHG stock opened at $28.05 on Tuesday. Schwab U.S. Large-Cap Growth ETF has a fifty-two week low of $21.27 and a fifty-two week high of $29.14. The stock’s fifty day moving average price is $28.21 and its two-hundred day moving average price is $26.54. The company has a market cap of $8.20 billion, a PE ratio of 39.82 and a beta of 1.25.

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.