Transce3nd LLC Acquires Shares of 78,249 Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG)

Posted by Joseph Casey on Apr 20th, 2025

Transce3nd LLC bought a new position in Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG – Free Report) in the 4th quarter, according to its most recent disclosure with the SEC. The firm bought 78,249 shares of the company’s stock, valued at approximately $2,181,000. Schwab U.S. Large-Cap Growth ETF accounts for approximately 0.7% of Transce3nd LLC’s investment portfolio, making the stock its 20th largest holding.

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

Schwab U.S. Large-Cap Growth ETF Trading Down 0.5 %

SCHG opened at $23.69 on Friday. The company has a market cap of $33.40 billion, a price-to-earnings ratio of 32.77 and a beta of 1.17. The stock has a fifty day simple moving average of $25.79 and a two-hundred day simple moving average of $27.05. Schwab U.S. Large-Cap Growth ETF has a 12-month low of $21.37 and a 12-month high of $29.14.

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

The firm also recently declared a dividend, which was paid on Monday, March 31st. Investors of record on Wednesday, March 26th were paid 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.