Sax Wealth Advisors LLC Makes New $399,000 Investment in Schwab U.S. Large-Cap Growth ETF $SCHG

Sax Wealth Advisors LLC purchased a new position in shares of Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG) during the 2nd quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm purchased 13,664 shares of the company’s stock, valued at approximately $399,000.

Several other hedge funds and other institutional investors also recently added to or reduced their stakes in the stock. Ehrlich Financial Group increased its holdings in Schwab U.S. Large-Cap Growth ETF by 2.3% in the 2nd quarter. Ehrlich Financial Group now owns 16,268 shares of the company’s stock valued at $475,000 after purchasing an additional 367 shares during the last quarter. BIP Wealth LLC increased its holdings in Schwab U.S. Large-Cap Growth ETF by 1.9% in the 1st quarter. BIP Wealth LLC now owns 20,944 shares of the company’s stock valued at $524,000 after purchasing an additional 383 shares during the last quarter. Wedmont Private Capital increased its holdings in Schwab U.S. Large-Cap Growth ETF by 0.6% in the 2nd quarter. Wedmont Private Capital now owns 66,773 shares of the company’s stock valued at $1,966,000 after purchasing an additional 387 shares during the last quarter. Earned Wealth Advisors LLC increased its holdings in Schwab U.S. Large-Cap Growth ETF by 3.7% in the 1st quarter. Earned Wealth Advisors LLC now owns 10,943 shares of the company’s stock valued at $274,000 after purchasing an additional 391 shares during the last quarter. Finally, Van Hulzen Asset Management LLC increased its holdings in Schwab U.S. Large-Cap Growth ETF by 2.7% in the 1st quarter. Van Hulzen Asset Management LLC now owns 15,419 shares of the company’s stock valued at $386,000 after purchasing an additional 403 shares during the last quarter.

Schwab U.S. Large-Cap Growth ETF Stock Down 0.1%

Shares of SCHG stock opened at $32.50 on Friday. Schwab U.S. Large-Cap Growth ETF has a 52 week low of $21.37 and a 52 week high of $32.54. The stock has a market capitalization of $51.86 billion, a PE ratio of 34.24 and a beta of 1.10. The firm has a 50 day moving average of $31.09 and a two-hundred day moving average of $28.48.

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.