Blue Barn Wealth LLC Decreases Stake in Schwab U.S. Large-Cap Growth ETF $SCHG

Blue Barn Wealth LLC lowered its position in Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG) by 86.0% during the fourth quarter, according to its most recent filing with the SEC. The institutional investor owned 18,775 shares of the company’s stock after selling 115,508 shares during the period. Schwab U.S. Large-Cap Growth ETF accounts for approximately 0.9% of Blue Barn Wealth LLC’s portfolio, making the stock its 20th biggest holding. Blue Barn Wealth LLC’s holdings in Schwab U.S. Large-Cap Growth ETF were worth $612,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors also recently added to or reduced their stakes in the company. REAP Financial Group LLC purchased a new position in Schwab U.S. Large-Cap Growth ETF in the 3rd quarter valued at $28,000. Bessemer Group Inc. purchased a new position in Schwab U.S. Large-Cap Growth ETF in the 3rd quarter valued at $31,000. Cary Street Partners Investment Advisory LLC increased its stake in shares of Schwab U.S. Large-Cap Growth ETF by 1,922.6% in the 4th quarter. Cary Street Partners Investment Advisory LLC now owns 1,072 shares of the company’s stock worth $35,000 after acquiring an additional 1,019 shares during the last quarter. Howe & Rusling Inc. increased its stake in shares of Schwab U.S. Large-Cap Growth ETF by 37.7% in the 3rd quarter. Howe & Rusling Inc. now owns 1,212 shares of the company’s stock worth $39,000 after acquiring an additional 332 shares during the last quarter. Finally, Manning & Napier Advisors LLC acquired a new stake in shares of Schwab U.S. Large-Cap Growth ETF in the 4th quarter worth $49,000.

Schwab U.S. Large-Cap Growth ETF Stock Down 1.2%

Shares of SCHG opened at $34.67 on Thursday. Schwab U.S. Large-Cap Growth ETF has a 52-week low of $27.68 and a 52-week high of $35.42. The company has a market capitalization of $58.60 billion, a PE ratio of 34.24 and a beta of 1.19. The stock has a fifty day simple moving average of $32.44 and a two-hundred day simple moving average of $32.02.

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.