Schwab U.S. Large-Cap Growth ETF $SCHG Stock Holdings Lifted by Everest Financial Group LLC

Everest Financial Group LLC grew its position in Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG) by 33.1% during the 1st quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 332,460 shares of the company’s stock after purchasing an additional 82,622 shares during the period. Schwab U.S. Large-Cap Growth ETF comprises about 1.6% of Everest Financial Group LLC’s holdings, making the stock its 17th largest position. Everest Financial Group LLC’s holdings in Schwab U.S. Large-Cap Growth ETF were worth $9,685,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors also recently made changes to their positions in the company. Windsor Advisory Group LLC grew its stake in shares of Schwab U.S. Large-Cap Growth ETF by 57.5% in the 1st quarter. Windsor Advisory Group LLC now owns 37,235 shares of the company’s stock valued at $1,085,000 after buying an additional 13,591 shares in the last quarter. Waverly Advisors LLC lifted its stake in Schwab U.S. Large-Cap Growth ETF by 39.3% in the first quarter. Waverly Advisors LLC now owns 3,515,835 shares of the company’s stock valued at $102,416,000 after acquiring an additional 992,474 shares during the last quarter. Pennington Partners & CO. LLC acquired a new stake in Schwab U.S. Large-Cap Growth ETF in the first quarter valued at approximately $255,000. GC Wealth Management RIA LLC grew its position in Schwab U.S. Large-Cap Growth ETF by 3.0% in the first quarter. GC Wealth Management RIA LLC now owns 29,309 shares of the company’s stock worth $854,000 after acquiring an additional 854 shares in the last quarter. Finally, RMG Wealth Management LLC grew its position in Schwab U.S. Large-Cap Growth ETF by 228,621.0% in the first quarter. RMG Wealth Management LLC now owns 5,413,826 shares of the company’s stock worth $157,705,000 after acquiring an additional 5,411,459 shares in the last quarter.

Schwab U.S. Large-Cap Growth ETF Stock Up 0.2%

Shares of SCHG opened at $33.46 on Friday. The company’s fifty day moving average is $34.07 and its 200-day moving average is $32.37. Schwab U.S. Large-Cap Growth ETF has a 12 month low of $27.96 and a 12 month high of $35.42. The firm has a market cap of $58.52 billion, a price-to-earnings ratio of 34.24 and a beta of 1.19.

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.