FinDec Wealth Services Inc. Cuts Stock Holdings in Schwab U.S. Large-Cap Growth ETF $SCHG

FinDec Wealth Services Inc. decreased its holdings in Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG) by 9.2% in the 3rd quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 412,011 shares of the company’s stock after selling 41,656 shares during the quarter. Schwab U.S. Large-Cap Growth ETF accounts for approximately 13.6% of FinDec Wealth Services Inc.’s holdings, making the stock its 2nd largest position. FinDec Wealth Services Inc.’s holdings in Schwab U.S. Large-Cap Growth ETF were worth $13,147,000 as of its most recent SEC filing.

A number of other large investors also recently modified their holdings of SCHG. Brighton Jones LLC lifted its holdings in Schwab U.S. Large-Cap Growth ETF by 300.3% in the fourth quarter. Brighton Jones LLC now owns 12,182 shares of the company’s stock worth $340,000 after purchasing an additional 9,139 shares during the period. Revolve Wealth Partners LLC increased its stake in Schwab U.S. Large-Cap Growth ETF by 294.8% during the 4th quarter. Revolve Wealth Partners LLC now owns 481,364 shares of the company’s stock valued at $13,416,000 after buying an additional 359,429 shares during the period. AQR Capital Management LLC raised its position in shares of Schwab U.S. Large-Cap Growth ETF by 19.6% during the 1st quarter. AQR Capital Management LLC now owns 129,643 shares of the company’s stock worth $3,246,000 after buying an additional 21,234 shares in the last quarter. Goldman Sachs Group Inc. lifted its stake in shares of Schwab U.S. Large-Cap Growth ETF by 285.9% in the 1st quarter. Goldman Sachs Group Inc. now owns 520,761 shares of the company’s stock worth $13,040,000 after acquiring an additional 385,822 shares during the period. Finally, Ashton Thomas Private Wealth LLC boosted its holdings in shares of Schwab U.S. Large-Cap Growth ETF by 2.6% in the first quarter. Ashton Thomas Private Wealth LLC now owns 20,415 shares of the company’s stock valued at $511,000 after acquiring an additional 511 shares in the last quarter.

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

NYSEARCA SCHG opened at $32.84 on Wednesday. Schwab U.S. Large-Cap Growth ETF has a 12 month low of $21.37 and a 12 month high of $33.74. The firm has a market capitalization of $53.23 billion, a PE ratio of 34.24 and a beta of 1.15. The company’s 50 day simple moving average is $32.65 and its 200 day simple moving average is $31.41.

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.