Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG) Shares Acquired by Smith Moore & CO.

Posted by John Perry on Apr 5th, 2025

Smith Moore & CO. boosted its position in Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG – Free Report) by 166.5% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 58,948 shares of the company’s stock after purchasing an additional 36,832 shares during the period. Smith Moore & CO.’s holdings in Schwab U.S. Large-Cap Growth ETF were worth $1,633,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other institutional investors also recently added to or reduced their stakes in SCHG. Valley Wealth Managers Inc. grew its stake in shares of Schwab U.S. Large-Cap Growth ETF by 300.0% during the 4th quarter. Valley Wealth Managers Inc. now owns 904 shares of the company’s stock worth $25,000 after purchasing an additional 678 shares during the period. HM Payson & Co. grew its position in Schwab U.S. Large-Cap Growth ETF by 300.0% during the fourth quarter. HM Payson & Co. now owns 944 shares of the company’s stock worth $26,000 after buying an additional 708 shares during the period. Fairfield Financial Advisors LTD increased its holdings in Schwab U.S. Large-Cap Growth ETF by 299.6% in the fourth quarter. Fairfield Financial Advisors LTD now owns 991 shares of the company’s stock valued at $28,000 after buying an additional 743 shares in the last quarter. Versant Capital Management Inc lifted its position in shares of Schwab U.S. Large-Cap Growth ETF by 300.4% during the 4th quarter. Versant Capital Management Inc now owns 1,017 shares of the company’s stock valued at $28,000 after acquiring an additional 763 shares during the period. Finally, Human Investing LLC purchased a new stake in shares of Schwab U.S. Large-Cap Growth ETF during the 4th quarter worth approximately $29,000.

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

NYSEARCA SCHG opened at $22.57 on Friday. The business has a 50 day moving average price of $26.92 and a 200 day moving average price of $27.21. The company has a market capitalization of $31.37 billion, a P/E ratio of 31.89 and a beta of 1.13. Schwab U.S. Large-Cap Growth ETF has a 1-year low of $21.68 and a 1-year high of $29.14.

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

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

About Schwab U.S. Large-Cap Growth ETF

(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.