Trek Financial LLC Purchases 108,114 Shares of Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG)

Posted by Joseph Casey on Apr 6th, 2025

Trek Financial LLC increased its holdings in Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG – Free Report) by 346.9% in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 139,276 shares of the company’s stock after acquiring an additional 108,114 shares during the quarter. Trek Financial LLC’s holdings in Schwab U.S. Large-Cap Growth ETF were worth $3,882,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors also recently added to or reduced their stakes in the business. Valley Wealth Managers Inc. boosted its stake in shares of Schwab U.S. Large-Cap Growth ETF by 300.0% during the fourth quarter. Valley Wealth Managers Inc. now owns 904 shares of the company’s stock valued at $25,000 after purchasing an additional 678 shares in the last quarter. HM Payson & Co. boosted its position in Schwab U.S. Large-Cap Growth ETF by 300.0% during the 4th quarter. HM Payson & Co. now owns 944 shares of the company’s stock valued at $26,000 after acquiring an additional 708 shares in the last quarter. Versant Capital Management Inc increased its holdings 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 acquiring an additional 763 shares during the period. Fairfield Financial Advisors LTD raised its position in shares of Schwab U.S. Large-Cap Growth ETF by 299.6% in the 4th quarter. Fairfield Financial Advisors LTD now owns 991 shares of the company’s stock worth $28,000 after acquiring an additional 743 shares in the last quarter. Finally, Human Investing LLC purchased a new stake in shares of Schwab U.S. Large-Cap Growth ETF during the 4th quarter worth $29,000.

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

SCHG opened at $22.57 on Friday. The firm has a market capitalization of $31.37 billion, a PE ratio of 31.89 and a beta of 1.13. The business’s 50-day moving average is $26.92 and its two-hundred day moving average is $27.23. Schwab U.S. Large-Cap Growth ETF has a 1 year low of $21.68 and a 1 year high of $29.14.

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

The company also recently disclosed a dividend, which was paid on Monday, March 31st. Stockholders of record on Wednesday, March 26th were given a $0.0272 dividend. The ex-dividend date was Wednesday, March 26th.

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

(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.