Martel Wealth Advisors Inc Has $12.73 Million Stock Holdings in Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG)

Martel Wealth Advisors Inc reduced its holdings in shares of Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG) by 5.1% in the 1st quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 508,542 shares of the company’s stock after selling 27,328 shares during the quarter. Schwab U.S. Large-Cap Growth ETF accounts for about 2.5% of Martel Wealth Advisors Inc’s holdings, making the stock its 8th biggest holding. Martel Wealth Advisors Inc’s holdings in Schwab U.S. Large-Cap Growth ETF were worth $12,734,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds have also modified their holdings of the business. Envestnet Asset Management Inc. increased its holdings in Schwab U.S. Large-Cap Growth ETF by 288.4% in the 4th quarter. Envestnet Asset Management Inc. now owns 42,485,323 shares of the company’s stock worth $1,184,066,000 after purchasing an additional 31,546,654 shares in the last quarter. Financial Engines Advisors L.L.C. increased its holdings in Schwab U.S. Large-Cap Growth ETF by 253.7% in the 4th quarter. Financial Engines Advisors L.L.C. now owns 39,788,567 shares of the company’s stock worth $1,108,907,000 after purchasing an additional 28,538,409 shares in the last quarter. Sei Investments Co. increased its holdings in Schwab U.S. Large-Cap Growth ETF by 299.3% in the 4th quarter. Sei Investments Co. now owns 38,159,110 shares of the company’s stock worth $1,063,494,000 after purchasing an additional 28,602,115 shares in the last quarter. LPL Financial LLC increased its holdings in Schwab U.S. Large-Cap Growth ETF by 413.7% in the 4th quarter. LPL Financial LLC now owns 22,053,161 shares of the company’s stock worth $614,622,000 after purchasing an additional 17,759,913 shares in the last quarter. Finally, Mariner LLC increased its holdings in Schwab U.S. Large-Cap Growth ETF by 300.3% in the 4th quarter. Mariner LLC now owns 17,176,803 shares of the company’s stock worth $478,719,000 after purchasing an additional 12,885,571 shares in the last quarter.

Schwab U.S. Large-Cap Growth ETF Stock Up 0.2%

Shares of SCHG opened at $28.27 on Friday. Schwab U.S. Large-Cap Growth ETF has a 12-month low of $21.37 and a 12-month high of $29.14. The business has a 50-day simple moving average of $26.09 and a two-hundred day simple moving average of $27.03. The stock has a market cap of $42.41 billion, a PE ratio of 32.34 and a beta of 1.16.

Schwab U.S. Large-Cap Growth ETF Company 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.