98,286 Shares in Schwab U.S. Large-Cap Growth ETF $SCHG Acquired by J. Derek Lewis & Associates Inc.

J. Derek Lewis & Associates Inc. purchased a new stake in Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG) during the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm purchased 98,286 shares of the company’s stock, valued at approximately $3,206,000. Schwab U.S. Large-Cap Growth ETF accounts for about 0.8% of J. Derek Lewis & Associates Inc.’s holdings, making the stock its 27th largest holding.

A number of other hedge funds and other institutional investors have also recently bought and sold shares of SCHG. Duncker Streett & Co. Inc. grew its stake in Schwab U.S. Large-Cap Growth ETF by 0.4% during the fourth quarter. Duncker Streett & Co. Inc. now owns 74,707 shares of the company’s stock worth $2,437,000 after buying an additional 312 shares during the period. CPC Advisors LLC increased its holdings in Schwab U.S. Large-Cap Growth ETF by 2.3% in the 4th quarter. CPC Advisors LLC now owns 14,719 shares of the company’s stock valued at $480,000 after purchasing an additional 325 shares in the last quarter. AssuredPartners Investment Advisors LLC increased its holdings in Schwab U.S. Large-Cap Growth ETF by 3.6% in the 4th quarter. AssuredPartners Investment Advisors LLC now owns 9,384 shares of the company’s stock valued at $306,000 after purchasing an additional 326 shares in the last quarter. Liberty Square Wealth Partners LLC increased its holdings in Schwab U.S. Large-Cap Growth ETF by 3.4% in the 4th quarter. Liberty Square Wealth Partners LLC now owns 10,374 shares of the company’s stock valued at $338,000 after purchasing an additional 340 shares in the last quarter. Finally, Tidemark LLC raised its holdings in shares of Schwab U.S. Large-Cap Growth ETF by 11.6% during the 4th quarter. Tidemark LLC now owns 3,278 shares of the company’s stock valued at $107,000 after buying an additional 342 shares during the period.

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

SCHG opened at $33.90 on Friday. Schwab U.S. Large-Cap Growth ETF has a 52-week low of $27.68 and a 52-week high of $35.42. The firm has a market capitalization of $57.30 billion, a P/E ratio of 34.24 and a beta of 1.19. The firm’s 50 day moving average is $33.52 and its 200-day moving average is $32.16.

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. 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.