Clear Retirement Advice LLC Invests $888,000 in Schwab U.S. Large-Cap Growth ETF $SCHG

Clear Retirement Advice LLC bought a new position in Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG) during the fourth quarter, according to its most recent disclosure with the SEC. The firm bought 28,580 shares of the company’s stock, valued at approximately $888,000. Schwab U.S. Large-Cap Growth ETF accounts for about 0.7% of Clear Retirement Advice LLC’s investment portfolio, making the stock its 21st biggest holding.

Several other institutional investors and hedge funds also recently bought and sold shares of the stock. Brighton Jones LLC raised its stake in shares of 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 buying an additional 9,139 shares during the period. Revolve Wealth Partners LLC lifted its position in shares of 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 in the last quarter. AQR Capital Management LLC grew its stake 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 valued at $3,246,000 after acquiring an additional 21,234 shares during the period. Goldman Sachs Group Inc. grew its stake in shares of Schwab U.S. Large-Cap Growth ETF by 285.9% during the 1st quarter. Goldman Sachs Group Inc. now owns 520,761 shares of the company’s stock valued at $13,040,000 after acquiring an additional 385,822 shares during the period. Finally, First Trust Advisors LP bought a new position in shares of Schwab U.S. Large-Cap Growth ETF during the 2nd quarter valued at approximately $248,000.

Schwab U.S. Large-Cap Growth ETF Trading Up 1.3%

Schwab U.S. Large-Cap Growth ETF stock opened at $33.90 on Friday. The firm has a 50 day moving average of $33.45 and a 200 day moving average of $32.15. The firm has a market capitalization of $57.30 billion, a price-to-earnings ratio of 34.24 and a beta of 1.19. Schwab U.S. Large-Cap Growth ETF has a 12-month low of $27.68 and a 12-month high of $35.42.

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.