Schwab U.S. Large-Cap Growth ETF $SCHG Shares Bought by Meriwether Wealth & Planning LLC

Meriwether Wealth & Planning LLC grew its holdings in Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG) by 2.3% in the 2nd quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 656,757 shares of the company’s stock after acquiring an additional 14,802 shares during the quarter. Schwab U.S. Large-Cap Growth ETF accounts for 11.0% of Meriwether Wealth & Planning LLC’s portfolio, making the stock its 2nd largest holding. Meriwether Wealth & Planning LLC’s holdings in Schwab U.S. Large-Cap Growth ETF were worth $22,225,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors have also modified their holdings of the company. Valpey Financial Services LLC increased its position in Schwab U.S. Large-Cap Growth ETF by 3,085.3% during the fourth quarter. Valpey Financial Services LLC now owns 8,003,802 shares of the company’s stock worth $245,365,000 after acquiring an additional 7,752,527 shares during the period. Focus Partners Wealth boosted its holdings in Schwab U.S. Large-Cap Growth ETF by 655.4% in the 4th quarter. Focus Partners Wealth now owns 6,602,251 shares of the company’s stock valued at $215,286,000 after purchasing an additional 5,728,214 shares during the period. RMG Wealth Management LLC boosted its holdings in Schwab U.S. Large-Cap Growth ETF by 228,621.0% in the 1st quarter. RMG Wealth Management LLC now owns 5,413,826 shares of the company’s stock valued at $157,705,000 after purchasing an additional 5,411,459 shares during the period. Sei Investments Co. boosted its holdings in Schwab U.S. Large-Cap Growth ETF by 7.6% in the 1st quarter. Sei Investments Co. now owns 47,564,768 shares of the company’s stock valued at $1,385,562,000 after purchasing an additional 3,356,829 shares during the period. Finally, Charles Schwab Investment Management Inc. grew its position in Schwab U.S. Large-Cap Growth ETF by 9.4% in the 4th quarter. Charles Schwab Investment Management Inc. now owns 37,744,872 shares of the company’s stock worth $1,231,238,000 after purchasing an additional 3,230,427 shares during the last quarter.

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

NYSEARCA:SCHG opened at $35.42 on Friday. The firm’s 50-day moving average is $34.08 and its 200-day moving average is $32.48. Schwab U.S. Large-Cap Growth ETF has a 52-week low of $27.96 and a 52-week high of $35.91. The company has a market cap of $62.14 billion, a price-to-earnings ratio of 34.24 and a beta of 1.19.

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. Large-Cap Growth Total Stock Market Index includes the components ranked 1-750 by full market capitalization and that are classified as growth. The Index is a float-adjusted market capitalization weighted index.