Regimen Wealth LLC Decreases Stock Position in Schwab U.S. Large-Cap Growth ETF $SCHG

Regimen Wealth LLC lessened its stake in shares of Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG) by 11.3% in the 1st quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund owned 356,924 shares of the company’s stock after selling 45,458 shares during the period. Schwab U.S. Large-Cap Growth ETF accounts for approximately 3.0% of Regimen Wealth LLC’s holdings, making the stock its 15th biggest position. Regimen Wealth LLC’s holdings in Schwab U.S. Large-Cap Growth ETF were worth $10,397,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors have also made changes to their positions in SCHG. True North Advisors LLC increased its holdings in shares of Schwab U.S. Large-Cap Growth ETF by 5.8% in the first quarter. True North Advisors LLC now owns 51,760 shares of the company’s stock worth $1,508,000 after purchasing an additional 2,817 shares during the last quarter. Spartan Wealth Advisory Services LLC purchased a new position in Schwab U.S. Large-Cap Growth ETF during the 1st quarter valued at approximately $810,000. Ascent Wealth Partners LLC purchased a new position in Schwab U.S. Large-Cap Growth ETF during the 1st quarter valued at approximately $818,000. Paces Ferry Wealth Advisors LLC grew its holdings in Schwab U.S. Large-Cap Growth ETF by 6.7% during the 1st quarter. Paces Ferry Wealth Advisors LLC now owns 684,526 shares of the company’s stock valued at $19,940,000 after buying an additional 43,131 shares in the last quarter. Finally, IMA Advisory Services Inc. increased its stake in Schwab U.S. Large-Cap Growth ETF by 7.4% in the 1st quarter. IMA Advisory Services Inc. now owns 228,148 shares of the company’s stock worth $6,646,000 after acquiring an additional 15,677 shares during the last quarter.

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

Shares of SCHG opened at $34.18 on Friday. The stock has a market capitalization of $59.80 billion, a price-to-earnings ratio of 34.24 and a beta of 1.19. Schwab U.S. Large-Cap Growth ETF has a 1 year low of $27.96 and a 1 year high of $35.42. The business’s 50 day simple moving average is $34.11 and its 200-day simple moving average is $32.33.

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.