Seneca Financial Advisors LLC Raises Stock Holdings in Schwab U.S. Large-Cap Growth ETF $SCHG

Seneca Financial Advisors LLC boosted its stake in Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG) by 17.5% in the first quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 986,830 shares of the company’s stock after purchasing an additional 146,864 shares during the quarter. Schwab U.S. Large-Cap Growth ETF comprises 8.4% of Seneca Financial Advisors LLC’s investment portfolio, making the stock its 2nd biggest position. Seneca Financial Advisors LLC owned 0.06% of Schwab U.S. Large-Cap Growth ETF worth $28,746,000 as of its most recent filing with the Securities & Exchange Commission.

Other institutional investors and hedge funds have also bought and sold shares of the company. Brighton Jones LLC raised its position in shares of Schwab U.S. Large-Cap Growth ETF by 300.3% in the 4th quarter. Brighton Jones LLC now owns 12,182 shares of the company’s stock valued at $340,000 after buying an additional 9,139 shares in the last quarter. Revolve Wealth Partners LLC boosted its position in shares of Schwab U.S. Large-Cap Growth ETF by 294.8% during the 4th quarter. Revolve Wealth Partners LLC now owns 481,364 shares of the company’s stock worth $13,416,000 after acquiring an additional 359,429 shares in the last quarter. AQR Capital Management LLC boosted its position in shares of Schwab U.S. Large-Cap Growth ETF by 19.6% during the 1st quarter. AQR Capital Management LLC now owns 129,643 shares of the company’s stock worth $3,246,000 after acquiring an additional 21,234 shares in the last quarter. Goldman Sachs Group Inc. boosted its position in shares of Schwab U.S. Large-Cap Growth ETF by 285.9% during the 1st quarter. Goldman Sachs Group Inc. now owns 520,761 shares of the company’s stock worth $13,040,000 after acquiring an additional 385,822 shares in the last quarter. Finally, First Trust Advisors LP bought a new position in Schwab U.S. Large-Cap Growth ETF in the second quarter valued at approximately $248,000.

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

Shares of SCHG opened at $32.84 on Monday. Schwab U.S. Large-Cap Growth ETF has a one year low of $27.96 and a one year high of $35.42. The company has a market cap of $55.51 billion, a P/E ratio of 34.24 and a beta of 1.19. The firm has a 50 day simple moving average of $33.71 and a two-hundred day simple moving average of $32.16.

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.