Livet Wealth LLC Acquires New Position in Schwab U.S. Large-Cap Growth ETF $SCHG

Livet Wealth LLC acquired a new stake in Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHGFree Report) in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor acquired 107,991 shares of the company’s stock, valued at approximately $3,523,000. Schwab U.S. Large-Cap Growth ETF accounts for about 2.2% of Livet Wealth LLC’s investment portfolio, making the stock its 10th biggest position.

A number of other hedge funds have also recently modified their holdings of SCHG. Bessemer Group Inc. acquired a new position in Schwab U.S. Large-Cap Growth ETF in the third quarter valued at about $31,000. Cary Street Partners Investment Advisory LLC lifted its position in Schwab U.S. Large-Cap Growth ETF by 1,922.6% in the fourth quarter. Cary Street Partners Investment Advisory LLC now owns 1,072 shares of the company’s stock valued at $35,000 after buying an additional 1,019 shares during the last quarter. Manning & Napier Advisors LLC acquired a new position in Schwab U.S. Large-Cap Growth ETF in the fourth quarter valued at about $49,000. Kingdom Financial Group LLC. acquired a new position in Schwab U.S. Large-Cap Growth ETF in the fourth quarter valued at about $49,000. Finally, REAP Financial Group LLC lifted its position in Schwab U.S. Large-Cap Growth ETF by 70.8% in the fourth quarter. REAP Financial Group LLC now owns 1,520 shares of the company’s stock valued at $50,000 after buying an additional 630 shares during the last quarter.

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

NYSEARCA SCHG opened at $33.42 on Friday. The firm’s 50-day moving average is $33.10 and its two-hundred day moving average is $32.11. Schwab U.S. Large-Cap Growth ETF has a 12 month low of $27.68 and a 12 month high of $35.42. The stock has a market capitalization of $56.49 billion, a P/E ratio of 34.24 and a beta of 1.19.

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. 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.

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Institutional Ownership by Quarter for Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG)

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