Madison Wealth Partners Inc cut its holdings in shares of Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG – Free Report) by 12.3% during the second quarter, according to its most recent filing with the Securities & Exchange Commission. The firm owned 76,113 shares of the company’s stock after selling 10,712 shares during the period. Madison Wealth Partners Inc’s holdings in Schwab U.S. Large-Cap Growth ETF were worth $2,223,000 as of its most recent SEC filing.
A number of other hedge funds and other institutional investors have also recently bought and sold shares of SCHG. Forvis Mazars Wealth Advisors LLC purchased a new position in Schwab U.S. Large-Cap Growth ETF in the 2nd quarter worth approximately $233,000. Crux Wealth Advisors grew its stake in shares of Schwab U.S. Large-Cap Growth ETF by 0.6% in the second quarter. Crux Wealth Advisors now owns 92,975 shares of the company’s stock worth $2,716,000 after acquiring an additional 562 shares in the last quarter. Chicago Partners Investment Group LLC grew its stake in shares of Schwab U.S. Large-Cap Growth ETF by 7.4% during the second quarter. Chicago Partners Investment Group LLC now owns 317,729 shares of the company’s stock worth $9,513,000 after purchasing an additional 22,022 shares in the last quarter. Kelman Lazarov Inc. boosted its stake in Schwab U.S. Large-Cap Growth ETF by 2.2% in the second quarter. Kelman Lazarov Inc. now owns 1,867,657 shares of the company’s stock valued at $54,554,000 after acquiring an additional 40,523 shares in the last quarter. Finally, Dumont & Blake Investment Advisors LLC raised its holdings in shares of Schwab U.S. Large-Cap Growth ETF by 4.1% in the second quarter. Dumont & Blake Investment Advisors LLC now owns 26,467 shares of the company’s stock valued at $773,000 after buying an additional 1,036 shares during the last quarter.
Schwab U.S. Large-Cap Growth ETF Stock Up 0.6%
NYSEARCA SCHG opened at $31.92 on Monday. The firm has a 50-day moving average price of $31.30 and a 200 day moving average price of $28.79. Schwab U.S. Large-Cap Growth ETF has a 52-week low of $21.37 and a 52-week high of $32.63. The stock has a market capitalization of $51.11 billion, a P/E ratio of 34.24 and a beta of 1.10.
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.
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