Latko Wealth Management Ltd. Has $6.40 Million Stock Position in Schwab U.S. Large-Cap Growth ETF $SCHG

Latko Wealth Management Ltd. lifted its stake in Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG) by 31.9% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 196,074 shares of the company’s stock after acquiring an additional 47,382 shares during the period. Schwab U.S. Large-Cap Growth ETF makes up 3.1% of Latko Wealth Management Ltd.’s portfolio, making the stock its 11th largest holding. Latko Wealth Management Ltd.’s holdings in Schwab U.S. Large-Cap Growth ETF were worth $6,396,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors have also modified their holdings of SCHG. Duncker Streett & Co. Inc. lifted its position in Schwab U.S. Large-Cap Growth ETF by 0.4% in the fourth quarter. Duncker Streett & Co. Inc. now owns 74,707 shares of the company’s stock worth $2,437,000 after purchasing an additional 312 shares during the period. Woodmont Investment Counsel LLC lifted its position in Schwab U.S. Large-Cap Growth ETF by 0.8% in the third quarter. Woodmont Investment Counsel LLC now owns 40,616 shares of the company’s stock worth $1,296,000 after purchasing an additional 325 shares during the period. CPC Advisors LLC lifted its position in Schwab U.S. Large-Cap Growth ETF by 2.3% in the fourth quarter. CPC Advisors LLC now owns 14,719 shares of the company’s stock worth $480,000 after purchasing an additional 325 shares during the period. AssuredPartners Investment Advisors LLC lifted its position in Schwab U.S. Large-Cap Growth ETF by 3.6% in the fourth quarter. AssuredPartners Investment Advisors LLC now owns 9,384 shares of the company’s stock worth $306,000 after purchasing an additional 326 shares during the period. Finally, Howe & Rusling Inc. lifted its position in Schwab U.S. Large-Cap Growth ETF by 37.7% in the third quarter. Howe & Rusling Inc. now owns 1,212 shares of the company’s stock worth $39,000 after purchasing an additional 332 shares during the period.

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

Shares of SCHG stock opened at $34.99 on Friday. The stock has a market cap of $59.14 billion, a P/E ratio of 34.24 and a beta of 1.19. Schwab U.S. Large-Cap Growth ETF has a one year low of $27.18 and a one year high of $35.00. The stock has a fifty day moving average price of $32.01 and a 200 day moving average price of $31.96.

About Schwab U.S. Large-Cap Growth ETF

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.