Schwab U.S. Large-Cap Growth ETF $SCHG Shares Bought by Simplicity Wealth LLC

Simplicity Wealth LLC lifted its holdings in Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG) by 14.3% during the first quarter, according to the company in its most recent filing with the SEC. The fund owned 391,625 shares of the company’s stock after buying an additional 48,999 shares during the quarter. Schwab U.S. Large-Cap Growth ETF makes up 0.6% of Simplicity Wealth LLC’s portfolio, making the stock its 29th biggest position. Simplicity Wealth LLC’s holdings in Schwab U.S. Large-Cap Growth ETF were worth $11,408,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors have also modified their holdings of the company. Garton & Associates Financial Advisors LLC acquired a new stake in Schwab U.S. Large-Cap Growth ETF during the fourth quarter worth about $27,000. Cary Street Partners Investment Advisory LLC boosted its stake 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 acquiring an additional 1,019 shares during the period. Manning & Napier Advisors LLC bought a new position in shares of Schwab U.S. Large-Cap Growth ETF during the fourth quarter valued at approximately $49,000. Kingdom Financial Group LLC. bought a new position in shares of Schwab U.S. Large-Cap Growth ETF during the fourth quarter valued at approximately $49,000. Finally, Mcguire Capital Advisors Inc. acquired a new stake in shares of Schwab U.S. Large-Cap Growth ETF during the 4th quarter worth approximately $49,000.

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

Shares of NYSEARCA SCHG traded up $0.11 during mid-day trading on Friday, hitting $34.65. The company had a trading volume of 6,414,408 shares, compared to its average volume of 14,780,517. The stock has a market cap of $60.51 billion, a price-to-earnings ratio of 34.24 and a beta of 1.19. Schwab U.S. Large-Cap Growth ETF has a 12 month low of $27.96 and a 12 month high of $35.42. The firm’s 50 day simple moving average is $34.02 and its two-hundred day simple moving average is $32.28.

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