Keeler & Nadler Financial Planning & Wealth Management raised its position in shares of Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG – Free Report) by 6.6% during the 1st quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 736,441 shares of the company’s stock after acquiring an additional 45,879 shares during the quarter. Schwab U.S. Large-Cap Growth ETF makes up approximately 8.3% of Keeler & Nadler Financial Planning & Wealth Management’s holdings, making the stock its 2nd largest position. Keeler & Nadler Financial Planning & Wealth Management’s holdings in Schwab U.S. Large-Cap Growth ETF were worth $18,426,000 at the end of the most recent reporting period.
A number of other hedge funds and other institutional investors have also recently made changes to their positions in SCHG. BIP Wealth LLC raised its position in Schwab U.S. Large-Cap Growth ETF by 1.9% in the first quarter. BIP Wealth LLC now owns 20,944 shares of the company’s stock worth $524,000 after acquiring an additional 383 shares during the period. Earned Wealth Advisors LLC grew its position in shares of Schwab U.S. Large-Cap Growth ETF by 3.7% during the 1st quarter. Earned Wealth Advisors LLC now owns 10,943 shares of the company’s stock valued at $274,000 after acquiring an additional 391 shares during the period. Capital Investment Advisors LLC increased its stake in shares of Schwab U.S. Large-Cap Growth ETF by 0.9% in the 1st quarter. Capital Investment Advisors LLC now owns 49,761 shares of the company’s stock worth $1,246,000 after purchasing an additional 424 shares in the last quarter. Goldstein Advisors LLC raised its holdings in Schwab U.S. Large-Cap Growth ETF by 1.7% in the 1st quarter. Goldstein Advisors LLC now owns 27,408 shares of the company’s stock worth $686,000 after purchasing an additional 446 shares during the period. Finally, TrueWealth Advisors LLC lifted its position in Schwab U.S. Large-Cap Growth ETF by 1.0% during the first quarter. TrueWealth Advisors LLC now owns 43,872 shares of the company’s stock valued at $1,099,000 after purchasing an additional 455 shares in the last quarter.
Schwab U.S. Large-Cap Growth ETF Stock Up 0.7%
SCHG stock opened at $30.39 on Monday. The business’s 50-day moving average price is $29.10 and its 200-day moving average price is $27.31. The stock has a market cap of $46.37 billion, a P/E ratio of 34.24 and a beta of 1.10. Schwab U.S. Large-Cap Growth ETF has a twelve month low of $21.37 and a twelve month high of $30.75.
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.
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