HighMark Wealth Management LLC Grows Stake in Schwab U.S. Large-Cap Growth ETF $SCHG

HighMark Wealth Management LLC boosted its stake in Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG) by 254.0% during the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 7,246 shares of the company’s stock after buying an additional 5,199 shares during the quarter. HighMark Wealth Management LLC’s holdings in Schwab U.S. Large-Cap Growth ETF were worth $212,000 at the end of the most recent reporting period.

Several other large investors have also recently made changes to their positions in SCHG. Warner Financial Inc. grew its holdings in shares of Schwab U.S. Large-Cap Growth ETF by 1.7% during the second quarter. Warner Financial Inc. now owns 294,260 shares of the company’s stock worth $8,595,000 after buying an additional 5,009 shares in the last quarter. Compass Planning Associates Inc raised its holdings in Schwab U.S. Large-Cap Growth ETF by 44.1% in the 2nd quarter. Compass Planning Associates Inc now owns 6,269 shares of the company’s stock valued at $183,000 after acquiring an additional 1,920 shares during the last quarter. Investment Planning Advisors Inc. purchased a new position in Schwab U.S. Large-Cap Growth ETF in the 2nd quarter worth approximately $247,000. Kennebec Savings Bank boosted its holdings in shares of Schwab U.S. Large-Cap Growth ETF by 15.9% during the 2nd quarter. Kennebec Savings Bank now owns 4,970 shares of the company’s stock worth $145,000 after purchasing an additional 682 shares during the last quarter. Finally, Schaeffer Financial LLC grew its position in shares of Schwab U.S. Large-Cap Growth ETF by 41.3% in the second quarter. Schaeffer Financial LLC now owns 421,355 shares of the company’s stock valued at $12,308,000 after purchasing an additional 123,081 shares in the last quarter.

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

NYSEARCA:SCHG opened at $32.18 on Friday. The stock has a 50 day moving average price of $30.88 and a 200 day moving average price of $28.25. The stock has a market cap of $49.35 billion, a PE ratio of 34.24 and a beta of 1.10. Schwab U.S. Large-Cap Growth ETF has a one year low of $21.37 and a one year high of $32.28.

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.