Alpha Zero LLC Increases Stake in Schwab U.S. Large-Cap Growth ETF $SCHG

Alpha Zero LLC grew its holdings in Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG) by 7.3% in the first quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 528,923 shares of the company’s stock after buying an additional 35,882 shares during the quarter. Schwab U.S. Large-Cap Growth ETF makes up 7.8% of Alpha Zero LLC’s portfolio, making the stock its 3rd largest position. Alpha Zero LLC’s holdings in Schwab U.S. Large-Cap Growth ETF were worth $15,408,000 as of its most recent SEC filing.

Other institutional investors have also made changes to their positions in the company. Duncker Streett & Co. Inc. raised its position in Schwab U.S. Large-Cap Growth ETF by 0.4% in the 4th quarter. Duncker Streett & Co. Inc. now owns 74,707 shares of the company’s stock worth $2,437,000 after purchasing an additional 312 shares during the last quarter. WMG Financial Advisors LLC increased its stake in shares of Schwab U.S. Large-Cap Growth ETF by 2.1% in the 1st quarter. WMG Financial Advisors LLC now owns 15,713 shares of the company’s stock valued at $458,000 after buying an additional 323 shares during the period. CPC Advisors LLC increased its stake in shares of Schwab U.S. Large-Cap Growth ETF by 2.3% in the 4th quarter. CPC Advisors LLC now owns 14,719 shares of the company’s stock valued at $480,000 after buying an additional 325 shares during the period. AssuredPartners Investment Advisors LLC raised its position in shares of Schwab U.S. Large-Cap Growth ETF by 3.6% during the fourth quarter. AssuredPartners Investment Advisors LLC now owns 9,384 shares of the company’s stock worth $306,000 after acquiring an additional 326 shares during the last quarter. Finally, Liberty Square Wealth Partners LLC raised its position in shares of Schwab U.S. Large-Cap Growth ETF by 3.4% during the fourth quarter. Liberty Square Wealth Partners LLC now owns 10,374 shares of the company’s stock worth $338,000 after acquiring an additional 340 shares during the last quarter.

Schwab U.S. Large-Cap Growth ETF Stock Down 0.1%

Shares of SCHG opened at $34.15 on Tuesday. The stock’s fifty day simple moving average is $34.11 and its 200-day simple moving average is $32.34. The firm has a market capitalization of $59.76 billion, a PE ratio of 34.24 and a beta of 1.19. Schwab U.S. Large-Cap Growth ETF has a 12-month low of $27.96 and a 12-month high of $35.42.

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.