Kaizen Financial Strategies Boosts Holdings in Schwab U.S. Large-Cap Growth ETF $SCHG

Kaizen Financial Strategies lifted its stake in Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG) by 1.3% in the 2nd quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 534,786 shares of the company’s stock after buying an additional 6,844 shares during the period. Schwab U.S. Large-Cap Growth ETF comprises 7.9% of Kaizen Financial Strategies’ portfolio, making the stock its 2nd biggest holding. Kaizen Financial Strategies’ holdings in Schwab U.S. Large-Cap Growth ETF were worth $15,621,000 as of its most recent filing with the SEC.

Several other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. Mid American Wealth Advisory Group Inc. bought a new stake in shares of Schwab U.S. Large-Cap Growth ETF in the 2nd quarter worth approximately $26,000. Atlantic Union Bankshares Corp bought a new position in Schwab U.S. Large-Cap Growth ETF in the second quarter worth $29,000. Key Financial Inc lifted its position in Schwab U.S. Large-Cap Growth ETF by 148.6% in the second quarter. Key Financial Inc now owns 1,233 shares of the company’s stock worth $36,000 after purchasing an additional 737 shares during the period. Y.D. More Investments Ltd boosted its stake in Schwab U.S. Large-Cap Growth ETF by 62.8% during the first quarter. Y.D. More Investments Ltd now owns 1,420 shares of the company’s stock worth $36,000 after buying an additional 548 shares in the last quarter. Finally, Luminist Capital LLC bought a new stake in Schwab U.S. Large-Cap Growth ETF in the 1st quarter valued at $38,000.

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

Shares of SCHG stock opened at $33.00 on Thursday. The firm has a fifty day moving average of $32.15 and a 200-day moving average of $29.93. The stock has a market cap of $53.62 billion, a price-to-earnings ratio of 34.24 and a beta of 1.15. Schwab U.S. Large-Cap Growth ETF has a 52-week low of $21.37 and a 52-week high of $33.74.

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.