Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG) Holdings Raised by Lutz Financial Services LLC

Lutz Financial Services LLC grew its position in Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG) by 300.0% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 28,076 shares of the company’s stock after acquiring an additional 21,057 shares during the quarter. Lutz Financial Services LLC’s holdings in Schwab U.S. Large-Cap Growth ETF were worth $782,000 as of its most recent filing with the Securities and Exchange Commission.

Other institutional investors have also made changes to their positions in the company. Denver PWM LLC grew its stake in Schwab U.S. Large-Cap Growth ETF by 311.0% during the 4th quarter. Denver PWM LLC now owns 940,976 shares of the company’s stock worth $26,225,000 after buying an additional 712,026 shares during the last quarter. Curtis Advisory Group LLC grew its stake in Schwab U.S. Large-Cap Growth ETF by 334.0% during the 4th quarter. Curtis Advisory Group LLC now owns 1,244,686 shares of the company’s stock worth $34,689,000 after buying an additional 957,912 shares during the last quarter. JBR Co Financial Management Inc grew its stake in Schwab U.S. Large-Cap Growth ETF by 393.7% during the 4th quarter. JBR Co Financial Management Inc now owns 57,802 shares of the company’s stock worth $1,611,000 after buying an additional 46,095 shares during the last quarter. Richardson Capital Management LLC grew its stake in Schwab U.S. Large-Cap Growth ETF by 298.8% during the 4th quarter. Richardson Capital Management LLC now owns 1,037,689 shares of the company’s stock worth $28,920,000 after buying an additional 777,508 shares during the last quarter. Finally, Pinnacle Financial Partners Inc grew its stake in Schwab U.S. Large-Cap Growth ETF by 307.2% during the 4th quarter. Pinnacle Financial Partners Inc now owns 23,897 shares of the company’s stock worth $666,000 after buying an additional 18,029 shares during the last quarter.

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

Shares of SCHG opened at $28.01 on Friday. The company has a market cap of $8.19 billion, a P/E ratio of 39.82 and a beta of 1.25. The stock has a fifty day moving average price of $28.44 and a 200 day moving average price of $27.02. Schwab U.S. Large-Cap Growth ETF has a 12 month low of $21.68 and a 12 month high of $29.14.

Schwab U.S. Large-Cap Growth ETF 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.