Birchwood Financial Partners Inc. Acquires New Shares in Schwab U.S. Large-Cap Growth ETF $SCHG

Birchwood Financial Partners Inc. bought a new stake in Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG) in the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm bought 51,765 shares of the company’s stock, valued at approximately $1,689,000. Schwab U.S. Large-Cap Growth ETF comprises approximately 1.7% of Birchwood Financial Partners Inc.’s investment portfolio, making the stock its 15th biggest position.

Other hedge funds have also recently made changes to their positions in the company. Garton & Associates Financial Advisors LLC acquired a new stake in Schwab U.S. Large-Cap Growth ETF in the fourth quarter valued at $27,000. Cary Street Partners Investment Advisory LLC lifted its holdings in Schwab U.S. Large-Cap Growth ETF by 1,922.6% during the 4th quarter. Cary Street Partners Investment Advisory LLC now owns 1,072 shares of the company’s stock worth $35,000 after buying an additional 1,019 shares during the period. Manning & Napier Advisors LLC acquired a new position in Schwab U.S. Large-Cap Growth ETF during the 4th quarter worth about $49,000. Kingdom Financial Group LLC. bought a new stake in shares of Schwab U.S. Large-Cap Growth ETF in the 4th quarter valued at about $49,000. Finally, REAP Financial Group LLC grew its position in shares of Schwab U.S. Large-Cap Growth ETF by 70.8% in the 4th quarter. REAP Financial Group LLC now owns 1,520 shares of the company’s stock valued at $50,000 after buying an additional 630 shares during the last quarter.

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

NYSEARCA:SCHG opened at $33.90 on Friday. Schwab U.S. Large-Cap Growth ETF has a fifty-two week low of $27.68 and a fifty-two week high of $35.42. The company has a 50 day simple moving average of $33.45 and a two-hundred day simple moving average of $32.15. The company has a market capitalization of $57.30 billion, a PE ratio of 34.24 and a beta of 1.19.

Schwab U.S. Large-Cap Growth ETF Company 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.