Kaizen Financial Strategies reduced its position in Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG – Free Report) by 10.6% in the 3rd quarter, according to its most recent filing with the SEC. The fund owned 464,265 shares of the company’s stock after selling 55,334 shares during the period. Schwab U.S. Large-Cap Growth ETF accounts for about 6.8% of Kaizen Financial Strategies’ holdings, making the stock its 2nd biggest holding. Kaizen Financial Strategies’ holdings in Schwab U.S. Large-Cap Growth ETF were worth $16,681,000 at the end of the most recent reporting period.
A number of other large investors have also recently made changes to their positions in SCHG. Advisortrust Partners LLC purchased a new position in Schwab U.S. Large-Cap Growth ETF during the 1st quarter worth approximately $25,000. Center for Financial Planning Inc. acquired a new position in Schwab U.S. Large-Cap Growth ETF during the first quarter worth approximately $28,000. Atwood & Palmer Inc. purchased a new stake in Schwab U.S. Large-Cap Growth ETF in the third quarter valued at approximately $28,000. NI Acquisitions Company LLC purchased a new stake in Schwab U.S. Large-Cap Growth ETF in the second quarter valued at approximately $35,000. Finally, MBM Wealth Consultants LLC acquired a new stake in shares of Schwab U.S. Large-Cap Growth ETF in the first quarter valued at approximately $48,000.
Schwab U.S. Large-Cap Growth ETF Price Performance
Shares of SCHG traded up $0.32 during mid-day trading on Friday, reaching $36.74. 7,108,345 shares of the company’s stock were exchanged, compared to its average volume of 12,330,776. The stock has a market capitalization of $65.47 billion, a PE ratio of 34.24 and a beta of 1.19. The business’s fifty day simple moving average is $35.63 and its 200-day simple moving average is $33.95. Schwab U.S. Large-Cap Growth ETF has a 52-week low of $27.96 and a 52-week high of $37.10.
About Schwab U.S. Large-Cap Growth ETF
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.
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