Topel & Distasi Wealth Management LLC Acquires 150,765 Shares of Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG)

Topel & Distasi Wealth Management LLC raised its holdings in Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG) by 300.0% in the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 201,020 shares of the company’s stock after purchasing an additional 150,765 shares during the period. Schwab U.S. Large-Cap Growth ETF accounts for about 2.4% of Topel & Distasi Wealth Management LLC’s holdings, making the stock its 14th biggest position. Topel & Distasi Wealth Management LLC owned 0.07% of Schwab U.S. Large-Cap Growth ETF worth $5,602,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors also recently modified their holdings of SCHG. Pathway Financial Advisors LLC grew its holdings in Schwab U.S. Large-Cap Growth ETF by 300.0% during the 4th quarter. Pathway Financial Advisors LLC now owns 16,780 shares of the company’s stock valued at $468,000 after buying an additional 12,585 shares in the last quarter. JFS Wealth Advisors LLC grew its position in Schwab U.S. Large-Cap Growth ETF by 269.0% during the fourth quarter. JFS Wealth Advisors LLC now owns 222,770 shares of the company’s stock worth $6,209,000 after buying an additional 162,397 shares in the last quarter. J.W. Cole Advisors Inc. increased its stake in Schwab U.S. Large-Cap Growth ETF by 353.9% in the 4th quarter. J.W. Cole Advisors Inc. now owns 344,279 shares of the company’s stock worth $9,595,000 after acquiring an additional 268,430 shares during the last quarter. Opes Wealth Management LLC boosted its position in shares of Schwab U.S. Large-Cap Growth ETF by 302.2% during the 4th quarter. Opes Wealth Management LLC now owns 360,714 shares of the company’s stock valued at $10,053,000 after acquiring an additional 271,031 shares during the last quarter. Finally, Valmark Advisers Inc. grew its holdings in shares of Schwab U.S. Large-Cap Growth ETF by 210.6% during the fourth quarter. Valmark Advisers Inc. now owns 45,713 shares of the company’s stock worth $1,274,000 after purchasing an additional 30,993 shares in the last quarter.

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

Shares of SCHG opened at $28.94 on Monday. Schwab U.S. Large-Cap Growth ETF has a 1-year low of $21.68 and a 1-year high of $29.14. The company has a market capitalization of $8.46 billion, a P/E ratio of 39.82 and a beta of 1.25. The firm’s 50 day simple moving average is $28.43 and its 200 day simple moving average is $26.89.

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.