Schwab U.S. Large-Cap Growth ETF $SCHG is Northeast Financial Group Inc.’s 3rd Largest Position

Northeast Financial Group Inc. grew its stake in shares of Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG) by 2.4% during the 1st quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 752,372 shares of the company’s stock after buying an additional 17,573 shares during the quarter. Schwab U.S. Large-Cap Growth ETF accounts for 5.4% of Northeast Financial Group Inc.’s investment portfolio, making the stock its 3rd biggest position. Northeast Financial Group Inc.’s holdings in Schwab U.S. Large-Cap Growth ETF were worth $21,924,000 as of its most recent filing with the SEC.

A number of other hedge funds also recently made changes to their positions in SCHG. Advisortrust Partners LLC purchased a new stake in Schwab U.S. Large-Cap Growth ETF during the first quarter valued at about $25,000. Garton & Associates Financial Advisors LLC purchased a new position in shares of Schwab U.S. Large-Cap Growth ETF in the 4th quarter worth about $27,000. Center for Financial Planning Inc. purchased a new position in shares of Schwab U.S. Large-Cap Growth ETF in the 1st quarter worth about $28,000. Cary Street Partners Investment Advisory LLC increased its position in shares of Schwab U.S. Large-Cap Growth ETF by 1,922.6% during the 4th quarter. Cary Street Partners Investment Advisory LLC now owns 1,072 shares of the company’s stock valued at $35,000 after purchasing an additional 1,019 shares during the last quarter. Finally, MBM Wealth Consultants LLC bought a new position in shares of Schwab U.S. Large-Cap Growth ETF during the 1st quarter valued at about $48,000.

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

Shares of NYSEARCA SCHG opened at $33.46 on Monday. The stock has a market cap of $58.54 billion, a price-to-earnings ratio of 34.24 and a beta of 1.19. Schwab U.S. Large-Cap Growth ETF has a 1-year low of $27.96 and a 1-year high of $35.42. The stock’s 50-day moving average is $34.07 and its 200 day moving average is $32.37.

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.