Schwab U.S. Large-Cap Growth ETF $SCHG Stock Holdings Lessened by RKL Wealth Management LLC

RKL Wealth Management LLC reduced its holdings in Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG) by 4.5% during the first quarter, according to the company in its most recent filing with the SEC. The fund owned 636,897 shares of the company’s stock after selling 30,140 shares during the quarter. Schwab U.S. Large-Cap Growth ETF makes up 1.7% of RKL Wealth Management LLC’s portfolio, making the stock its 15th biggest position. RKL Wealth Management LLC’s holdings in Schwab U.S. Large-Cap Growth ETF were worth $18,553,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors have also modified their holdings of SCHG. Valpey Financial Services LLC raised its stake in Schwab U.S. Large-Cap Growth ETF by 3,085.3% during the fourth quarter. Valpey Financial Services LLC now owns 8,003,802 shares of the company’s stock worth $245,365,000 after acquiring an additional 7,752,527 shares during the period. Focus Partners Wealth lifted its holdings in Schwab U.S. Large-Cap Growth ETF by 655.4% in the fourth quarter. Focus Partners Wealth now owns 6,602,251 shares of the company’s stock worth $215,286,000 after acquiring an additional 5,728,214 shares during the last quarter. Charles Schwab Investment Management Inc. boosted its stake in Schwab U.S. Large-Cap Growth ETF by 9.4% in the fourth quarter. Charles Schwab Investment Management Inc. now owns 37,744,872 shares of the company’s stock valued at $1,231,238,000 after acquiring an additional 3,230,427 shares during the period. Thrivent Financial for Lutherans boosted its stake in Schwab U.S. Large-Cap Growth ETF by 7,909.6% in the fourth quarter. Thrivent Financial for Lutherans now owns 3,110,459 shares of the company’s stock valued at $101,473,000 after acquiring an additional 3,071,625 shares during the period. Finally, BlueStem Wealth Partners LLC acquired a new position in Schwab U.S. Large-Cap Growth ETF in the fourth quarter valued at approximately $92,090,000.

Schwab U.S. Large-Cap Growth ETF Trading Up 0.8%

NYSEARCA:SCHG opened at $34.11 on Thursday. The stock has a 50 day moving average of $33.79 and a 200-day moving average of $32.18. The firm has a market capitalization of $59.50 billion, a PE ratio of 34.24 and a beta of 1.19. Schwab U.S. Large-Cap Growth ETF has a 52 week low of $27.96 and a 52 week high of $35.42.

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.