Monterey Private Wealth Inc. Acquires 5,313 Shares of Schwab U.S. Large-Cap Growth ETF $SCHG

Monterey Private Wealth Inc. increased its position in Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG) by 66.9% in the 1st quarter, according to the company in its most recent filing with the SEC. The fund owned 13,252 shares of the company’s stock after acquiring an additional 5,313 shares during the quarter. Monterey Private Wealth Inc.’s holdings in Schwab U.S. Large-Cap Growth ETF were worth $332,000 as of its most recent SEC filing.

Several other large investors also recently added to or reduced their stakes in SCHG. Ameriprise Financial Inc. increased its holdings in Schwab U.S. Large-Cap Growth ETF by 330.5% in the 4th quarter. Ameriprise Financial Inc. now owns 14,371,770 shares of the company’s stock worth $400,440,000 after acquiring an additional 11,033,411 shares during the last quarter. Envestnet Asset Management Inc. increased its holdings in Schwab U.S. Large-Cap Growth ETF by 13.6% in the 1st quarter. Envestnet Asset Management Inc. now owns 48,260,555 shares of the company’s stock worth $1,208,444,000 after acquiring an additional 5,775,232 shares during the last quarter. Cetera Investment Advisers increased its holdings in Schwab U.S. Large-Cap Growth ETF by 296.1% in the 4th quarter. Cetera Investment Advisers now owns 7,304,069 shares of the company’s stock worth $203,564,000 after acquiring an additional 5,460,284 shares during the last quarter. Bank of America Corp DE increased its holdings in Schwab U.S. Large-Cap Growth ETF by 289.9% in the 4th quarter. Bank of America Corp DE now owns 7,110,164 shares of the company’s stock worth $198,160,000 after acquiring an additional 5,286,643 shares during the last quarter. Finally, HighTower Advisors LLC increased its holdings in Schwab U.S. Large-Cap Growth ETF by 70.8% in the 1st quarter. HighTower Advisors LLC now owns 7,614,284 shares of the company’s stock worth $190,662,000 after acquiring an additional 3,155,669 shares during the last quarter.

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

Shares of SCHG opened at $30.66 on Thursday. Schwab U.S. Large-Cap Growth ETF has a fifty-two week low of $21.37 and a fifty-two week high of $30.87. The business has a 50-day moving average of $29.74 and a 200 day moving average of $27.50. The firm has a market cap of $47.02 billion, a P/E ratio of 34.24 and a beta of 1.10.

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.