BIP Wealth LLC Boosts Holdings in Schwab U.S. Large-Cap Growth ETF $SCHG

BIP Wealth LLC grew its position in shares of Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG) by 5,268.4% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 1,779,503 shares of the company’s stock after buying an additional 1,746,355 shares during the period. Schwab U.S. Large-Cap Growth ETF makes up 2.0% of BIP Wealth LLC’s holdings, making the stock its 8th biggest position. BIP Wealth LLC owned 0.11% of Schwab U.S. Large-Cap Growth ETF worth $58,047,000 at the end of the most recent quarter.

Several other large investors have also recently added to or reduced their stakes in the company. Whittier Trust Co. of Nevada Inc. increased its position in Schwab U.S. Large-Cap Growth ETF by 16.3% during the 3rd quarter. Whittier Trust Co. of Nevada Inc. now owns 2,232 shares of the company’s stock worth $72,000 after buying an additional 312 shares during the period. Pinnacle Financial Partners Inc increased its position in Schwab U.S. Large-Cap Growth ETF by 0.9% during the 3rd quarter. Pinnacle Financial Partners Inc now owns 36,217 shares of the company’s stock worth $1,156,000 after buying an additional 315 shares during the period. Woodmont Investment Counsel LLC increased its position in shares of Schwab U.S. Large-Cap Growth ETF by 0.8% in the third quarter. Woodmont Investment Counsel LLC now owns 40,616 shares of the company’s stock worth $1,296,000 after purchasing an additional 325 shares during the period. Kennebec Savings Bank increased its position in shares of Schwab U.S. Large-Cap Growth ETF by 6.6% in the third quarter. Kennebec Savings Bank now owns 5,298 shares of the company’s stock worth $169,000 after purchasing an additional 328 shares during the period. Finally, Howe & Rusling Inc. increased its position in shares of Schwab U.S. Large-Cap Growth ETF by 37.7% in the third quarter. Howe & Rusling Inc. now owns 1,212 shares of the company’s stock worth $39,000 after purchasing an additional 332 shares during the period.

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

Shares of NYSEARCA SCHG opened at $29.63 on Wednesday. Schwab U.S. Large-Cap Growth ETF has a 52 week low of $21.92 and a 52 week high of $33.74. The stock has a market capitalization of $49.30 billion, a P/E ratio of 34.24 and a beta of 1.17. The stock’s fifty day moving average is $30.43 and its 200 day moving average is $31.75.

Schwab U.S. Large-Cap Growth ETF Company 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.