Schwab U.S. Large-Cap Growth ETF $SCHG Shares Acquired by HHM Wealth Advisors LLC

HHM Wealth Advisors LLC raised its holdings in Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG) by 3.2% in the first quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm owned 3,594,993 shares of the company’s stock after purchasing an additional 112,307 shares during the period. Schwab U.S. Large-Cap Growth ETF makes up about 12.1% of HHM Wealth Advisors LLC’s portfolio, making the stock its 3rd largest holding. HHM Wealth Advisors LLC owned approximately 0.22% of Schwab U.S. Large-Cap Growth ETF worth $104,722,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds have also recently made changes to their positions in the business. Duncker Streett & Co. Inc. increased its holdings in shares of Schwab U.S. Large-Cap Growth ETF by 0.4% during the fourth quarter. Duncker Streett & Co. Inc. now owns 74,707 shares of the company’s stock worth $2,437,000 after purchasing an additional 312 shares during the period. CPC Advisors LLC boosted its stake in shares of Schwab U.S. Large-Cap Growth ETF by 2.3% in the fourth quarter. CPC Advisors LLC now owns 14,719 shares of the company’s stock valued at $480,000 after buying an additional 325 shares during the period. AssuredPartners Investment Advisors LLC boosted its stake in shares of Schwab U.S. Large-Cap Growth ETF by 3.6% in the fourth quarter. AssuredPartners Investment Advisors LLC now owns 9,384 shares of the company’s stock valued at $306,000 after buying an additional 326 shares during the period. Liberty Square Wealth Partners LLC boosted its stake in shares of Schwab U.S. Large-Cap Growth ETF by 3.4% in the fourth quarter. Liberty Square Wealth Partners LLC now owns 10,374 shares of the company’s stock valued at $338,000 after buying an additional 340 shares during the period. Finally, Tidemark LLC grew its position in Schwab U.S. Large-Cap Growth ETF by 11.6% during the fourth quarter. Tidemark LLC now owns 3,278 shares of the company’s stock worth $107,000 after buying an additional 342 shares in the last quarter.

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

Schwab U.S. Large-Cap Growth ETF stock opened at $33.02 on Wednesday. The stock’s fifty day moving average price is $33.63 and its two-hundred day moving average price is $32.16. Schwab U.S. Large-Cap Growth ETF has a one year low of $27.96 and a one year high of $35.42. The firm has a market cap of $55.81 billion, a PE ratio of 34.24 and a beta of 1.19.

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.