Rolek Wealth Management LLC bought a new position in shares of Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG – Free Report) during the fourth quarter, according to its most recent Form 13F filing with the SEC. The fund bought 11,008 shares of the company’s stock, valued at approximately $307,000. Schwab U.S. Large-Cap Growth ETF comprises about 0.2% of Rolek Wealth Management LLC’s portfolio, making the stock its 8th biggest holding.
A number of other institutional investors have also made changes to their positions in the business. Renaissance Technologies LLC grew its holdings in Schwab U.S. Large-Cap Growth ETF by 92.5% in the 2nd quarter. Renaissance Technologies LLC now owns 12,900 shares of the company’s stock valued at $1,301,000 after buying an additional 6,200 shares in the last quarter. Evergreen Capital Management LLC grew its holdings in Schwab U.S. Large-Cap Growth ETF by 3.3% in the 2nd quarter. Evergreen Capital Management LLC now owns 3,964 shares of the company’s stock valued at $400,000 after buying an additional 126 shares in the last quarter. Bank of Montreal Can grew its holdings in Schwab U.S. Large-Cap Growth ETF by 7.5% in the 2nd quarter. Bank of Montreal Can now owns 9,176 shares of the company’s stock valued at $929,000 after buying an additional 639 shares in the last quarter. Clear Point Advisors Inc. grew its holdings in Schwab U.S. Large-Cap Growth ETF by 1.4% in the 2nd quarter. Clear Point Advisors Inc. now owns 103,668 shares of the company’s stock valued at $10,454,000 after buying an additional 1,442 shares in the last quarter. Finally, Wescott Financial Advisory Group LLC increased its position in shares of 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 worth $698,000 after purchasing an additional 211 shares during the period.
Schwab U.S. Large-Cap Growth ETF Stock Performance
Shares of NYSEARCA SCHG opened at $28.88 on Thursday. Schwab U.S. Large-Cap Growth ETF has a 52 week low of $21.27 and a 52 week high of $29.14. The stock has a market capitalization of $8.45 billion, a P/E ratio of 39.82 and a beta of 1.25. The stock’s fifty day moving average is $28.11 and its 200 day moving average is $26.48.
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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