Schwab U.S. Large-Cap Growth ETF $SCHG is Kelman Lazarov Inc.’s 2nd Largest Position

Kelman Lazarov Inc. raised its position in shares of Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG) by 2.2% in the second quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 1,867,657 shares of the company’s stock after acquiring an additional 40,523 shares during the period. Schwab U.S. Large-Cap Growth ETF makes up 8.8% of Kelman Lazarov Inc.’s portfolio, making the stock its 2nd biggest position. Kelman Lazarov Inc. owned about 0.12% of Schwab U.S. Large-Cap Growth ETF worth $54,554,000 at the end of the most recent quarter.

A number of other institutional investors have also recently added to or reduced their stakes in SCHG. Envestnet Asset Management Inc. grew its position in Schwab U.S. Large-Cap Growth ETF by 13.6% during the first quarter. Envestnet Asset Management Inc. now owns 48,260,555 shares of the company’s stock valued at $1,208,444,000 after acquiring an additional 5,775,232 shares during the period. RMG Wealth Management LLC purchased a new stake in Schwab U.S. Large-Cap Growth ETF during the second quarter valued at about $142,573,000. HighTower Advisors LLC grew its position in Schwab U.S. Large-Cap Growth ETF by 70.8% during the first quarter. HighTower Advisors LLC now owns 7,614,284 shares of the company’s stock valued at $190,662,000 after acquiring an additional 3,155,669 shares during the period. Golden Reserve Retirement LLC purchased a new stake in Schwab U.S. Large-Cap Growth ETF during the first quarter valued at about $69,560,000. Finally, LPL Financial LLC grew its position in Schwab U.S. Large-Cap Growth ETF by 11.6% during the first quarter. LPL Financial LLC now owns 24,607,170 shares of the company’s stock valued at $616,163,000 after acquiring an additional 2,554,009 shares during the period.

Schwab U.S. Large-Cap Growth ETF Trading Up 0.6%

SCHG stock opened at $31.92 on Friday. The stock has a 50-day moving average price of $31.30 and a two-hundred day moving average price of $28.76. Schwab U.S. Large-Cap Growth ETF has a 12-month low of $21.37 and a 12-month high of $32.63. The company has a market cap of $51.11 billion, a PE ratio of 34.24 and a beta of 1.10.

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.