Downshift Financial LLC Buys Shares of 106,620 Schwab U.S. Large-Cap Growth ETF $SCHG

Downshift Financial LLC purchased a new position in shares of Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG) during the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund purchased 106,620 shares of the company’s stock, valued at approximately $3,106,000. Schwab U.S. Large-Cap Growth ETF makes up about 1.5% of Downshift Financial LLC’s holdings, making the stock its 17th biggest position.

A number of other institutional investors also recently made changes to their positions in the stock. Clay Northam Wealth Management LLC boosted its holdings in shares of Schwab U.S. Large-Cap Growth ETF by 0.5% in the first quarter. Clay Northam Wealth Management LLC now owns 483,898 shares of the company’s stock valued at $14,096,000 after acquiring an additional 2,232 shares in the last quarter. Westbourne Investment Advisors Inc. raised its holdings in Schwab U.S. Large-Cap Growth ETF by 4.2% during the first quarter. Westbourne Investment Advisors Inc. now owns 235,089 shares of the company’s stock worth $6,848,000 after purchasing an additional 9,430 shares in the last quarter. Kiley Juergens Wealth Management LLC lifted its position in Schwab U.S. Large-Cap Growth ETF by 7.7% in the first quarter. Kiley Juergens Wealth Management LLC now owns 66,962 shares of the company’s stock worth $1,951,000 after purchasing an additional 4,803 shares during the period. Red Mountain Financial LLC lifted its position in Schwab U.S. Large-Cap Growth ETF by 18.4% in the first quarter. Red Mountain Financial LLC now owns 24,538 shares of the company’s stock worth $715,000 after purchasing an additional 3,816 shares during the period. Finally, Kathmere Capital Management LLC boosted its stake in Schwab U.S. Large-Cap Growth ETF by 2.4% during the 1st quarter. Kathmere Capital Management LLC now owns 33,559 shares of the company’s stock valued at $978,000 after purchasing an additional 796 shares in the last quarter.

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

Shares of SCHG stock opened at $34.52 on Tuesday. Schwab U.S. Large-Cap Growth ETF has a 1 year low of $27.96 and a 1 year high of $35.42. The stock has a market cap of $60.25 billion, a PE ratio of 34.24 and a beta of 1.19. The business’s fifty day moving average is $33.89 and its 200-day moving average is $32.22.

About Schwab U.S. Large-Cap Growth ETF

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.