Marble Wealth LLC Purchases Shares of 173,395 Schwab U.S. Large-Cap Growth ETF $SCHG

Marble Wealth LLC purchased a new stake in Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG) during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor purchased 173,395 shares of the company’s stock, valued at approximately $5,656,000. Schwab U.S. Large-Cap Growth ETF comprises approximately 0.8% of Marble Wealth LLC’s investment portfolio, making the stock its 29th biggest position.

Other hedge funds also recently added to or reduced their stakes in the company. D.B. Root & Company LLC lifted its position in shares of Schwab U.S. Large-Cap Growth ETF by 10.9% during the 3rd quarter. D.B. Root & Company LLC now owns 243,695 shares of the company’s stock worth $7,776,000 after purchasing an additional 23,865 shares during the last quarter. Bright Futures Wealth Management LLC. purchased a new stake in shares of Schwab U.S. Large-Cap Growth ETF during the 3rd quarter worth $635,000. Foundations Investment Advisors LLC lifted its position in shares of Schwab U.S. Large-Cap Growth ETF by 10.9% during the 4th quarter. Foundations Investment Advisors LLC now owns 482,907 shares of the company’s stock worth $15,752,000 after purchasing an additional 47,368 shares during the last quarter. Compound Planning Inc. lifted its position in shares of Schwab U.S. Large-Cap Growth ETF by 16.2% during the 3rd quarter. Compound Planning Inc. now owns 2,128,290 shares of the company’s stock worth $67,914,000 after purchasing an additional 296,519 shares during the last quarter. Finally, Charles Schwab Trust Co lifted its position in shares of Schwab U.S. Large-Cap Growth ETF by 1.8% during the 4th quarter. Charles Schwab Trust Co now owns 1,753,222 shares of the company’s stock worth $57,190,000 after purchasing an additional 30,853 shares during the last quarter.

Schwab U.S. Large-Cap Growth ETF Trading Down 0.6%

Schwab U.S. Large-Cap Growth ETF stock opened at $35.10 on Wednesday. The stock has a market cap of $59.33 billion, a P/E ratio of 34.24 and a beta of 1.19. The company has a fifty day simple moving average of $32.22 and a 200-day simple moving average of $31.99. Schwab U.S. Large-Cap Growth ETF has a 12-month low of $27.68 and a 12-month high of $35.42.

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.