AllGen Financial Advisors Inc. Raises Position in Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG)

Posted by Tammy Falkenburg on Apr 4th, 2025

AllGen Financial Advisors Inc. grew its stake in shares of Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG – Free Report) by 269.2% during the 4th quarter, HoldingsChannel reports. The fund owned 431,967 shares of the company’s stock after buying an additional 314,972 shares during the period. Schwab U.S. Large-Cap Growth ETF comprises 4.0% of AllGen Financial Advisors Inc.’s portfolio, making the stock its 9th biggest holding. AllGen Financial Advisors Inc.’s holdings in Schwab U.S. Large-Cap Growth ETF were worth $12,039,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other large investors have also recently made changes to their positions in the company. FMR LLC lifted its holdings in Schwab U.S. Large-Cap Growth ETF by 15.7% during the 3rd quarter. FMR LLC now owns 73,009 shares of the company’s stock worth $7,606,000 after purchasing an additional 9,909 shares in the last quarter. Verition Fund Management LLC purchased a new stake in shares of Schwab U.S. Large-Cap Growth ETF in the third quarter worth about $453,000. Hilltop Holdings Inc. bought a new position in shares of Schwab U.S. Large-Cap Growth ETF in the third quarter valued at approximately $432,000. Resurgent Financial Advisors LLC increased its holdings in Schwab U.S. Large-Cap Growth ETF by 8.9% during the 3rd quarter. Resurgent Financial Advisors LLC now owns 7,088 shares of the company’s stock worth $738,000 after acquiring an additional 579 shares during the period. Finally, Redwood Investment Management LLC purchased a new stake in Schwab U.S. Large-Cap Growth ETF in the 3rd quarter worth approximately $218,000.

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

Schwab U.S. Large-Cap Growth ETF stock opened at $24.04 on Friday. Schwab U.S. Large-Cap Growth ETF has a fifty-two week low of $21.68 and a fifty-two week high of $29.14. The stock has a market cap of $33.42 billion, a P/E ratio of 31.89 and a beta of 1.13. The firm’s fifty day moving average price is $27.05 and its 200-day moving average price is $27.23.

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

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

Schwab U.S. Large-Cap Growth ETF Company 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.