Schwab U.S. Large-Cap Growth ETF $SCHG Shares Sold by Brady Martz Wealth Solutions LLC

Brady Martz Wealth Solutions LLC trimmed its holdings in shares of Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG) by 15.1% during the first quarter, according to its most recent Form 13F filing with the SEC. The firm owned 685,032 shares of the company’s stock after selling 122,041 shares during the period. Schwab U.S. Large-Cap Growth ETF accounts for 3.4% of Brady Martz Wealth Solutions LLC’s portfolio, making the stock its 3rd biggest position. Brady Martz Wealth Solutions LLC’s holdings in Schwab U.S. Large-Cap Growth ETF were worth $19,955,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds also recently modified their holdings of the business. J. Derek Lewis & Associates Inc. acquired a new position in Schwab U.S. Large-Cap Growth ETF in the fourth quarter valued at approximately $3,206,000. Rockefeller Capital Management L.P. raised its position in shares of Schwab U.S. Large-Cap Growth ETF by 0.9% during the 4th quarter. Rockefeller Capital Management L.P. now owns 365,690 shares of the company’s stock worth $11,929,000 after purchasing an additional 3,095 shares during the period. Nalls Sherbakoff Group LLC bought a new stake in shares of Schwab U.S. Large-Cap Growth ETF in the 4th quarter worth approximately $2,416,000. Corient Private Wealth LLC lifted its holdings in shares of Schwab U.S. Large-Cap Growth ETF by 131.5% in the 4th quarter. Corient Private Wealth LLC now owns 294,883 shares of the company’s stock worth $9,621,000 after purchasing an additional 167,511 shares during the last quarter. Finally, Storen Legacy Partners LLC acquired a new position in Schwab U.S. Large-Cap Growth ETF during the 4th quarter valued at approximately $30,600,000.

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

NYSEARCA:SCHG opened at $33.90 on Friday. The firm has a market capitalization of $57.30 billion, a P/E ratio of 34.24 and a beta of 1.19. The business has a 50 day simple moving average of $33.52 and a 200 day simple moving average of $32.16. Schwab U.S. Large-Cap Growth ETF has a 12-month low of $27.68 and a 12-month high of $35.42.

About Schwab U.S. Large-Cap Growth ETF

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.