Thrive Wealth Management LLC Has $142.94 Million Holdings in Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG)

Thrive Wealth Management LLC grew its stake in Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG) by 300.4% in the 4th quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 5,128,931 shares of the company’s stock after buying an additional 3,848,061 shares during the quarter. Schwab U.S. Large-Cap Growth ETF accounts for about 25.7% of Thrive Wealth Management LLC’s investment portfolio, making the stock its biggest holding. Thrive Wealth Management LLC owned about 1.75% of Schwab U.S. Large-Cap Growth ETF worth $142,943,000 as of its most recent filing with the Securities & Exchange Commission.

Several other large investors also recently made changes to their positions in SCHG. Boyce & Associates Wealth Consulting Inc. boosted its position in Schwab U.S. Large-Cap Growth ETF by 2.2% during the 3rd quarter. Boyce & Associates Wealth Consulting Inc. now owns 5,080 shares of the company’s stock worth $529,000 after acquiring an additional 109 shares during the last quarter. Evergreen Capital Management LLC lifted its position in shares of Schwab U.S. Large-Cap Growth ETF by 3.3% in the second quarter. Evergreen Capital Management LLC now owns 3,964 shares of the company’s stock worth $400,000 after purchasing an additional 126 shares in the last quarter. Blair William & Co. IL boosted its holdings in Schwab U.S. Large-Cap Growth ETF by 0.4% during the second quarter. Blair William & Co. IL now owns 49,047 shares of the company’s stock worth $4,946,000 after purchasing an additional 189 shares during the last quarter. Wescott Financial Advisory Group LLC grew its position in Schwab U.S. Large-Cap Growth ETF by 3.1% in the second quarter. Wescott Financial Advisory Group LLC now owns 6,917 shares of the company’s stock valued at $698,000 after purchasing an additional 211 shares in the last quarter. Finally, Evanson Asset Management LLC grew its position in Schwab U.S. Large-Cap Growth ETF by 10.2% in the third quarter. Evanson Asset Management LLC now owns 3,023 shares of the company’s stock valued at $315,000 after purchasing an additional 280 shares in the last quarter.

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

Shares of NYSEARCA:SCHG opened at $28.29 on Monday. The company’s 50-day moving average price is $28.09 and its two-hundred day moving average price is $26.45. Schwab U.S. Large-Cap Growth ETF has a one year low of $20.85 and a one year high of $29.14. The stock has a market capitalization of $8.27 billion, a PE ratio of 39.82 and a beta of 1.25.

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.