Schwab U.S. Large-Cap Growth ETF $SCHG Shares Bought by Bogart Wealth LLC

Bogart Wealth LLC grew its holdings in Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG) by 7.7% during the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 602,548 shares of the company’s stock after purchasing an additional 42,824 shares during the quarter. Schwab U.S. Large-Cap Growth ETF comprises approximately 0.7% of Bogart Wealth LLC’s portfolio, making the stock its 25th largest holding. Bogart Wealth LLC’s holdings in Schwab U.S. Large-Cap Growth ETF were worth $17,552,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds have also made changes to their positions in the stock. Foundations Investment Advisors LLC boosted its position in Schwab U.S. Large-Cap Growth ETF by 10.9% in the 4th quarter. Foundations Investment Advisors LLC now owns 482,907 shares of the company’s stock valued at $15,752,000 after buying an additional 47,368 shares during the period. Charles Schwab Trust Co grew its stake in shares of Schwab U.S. Large-Cap Growth ETF by 1.8% in the fourth quarter. Charles Schwab Trust Co now owns 1,753,222 shares of the company’s stock worth $57,190,000 after acquiring an additional 30,853 shares in the last quarter. Simplicity Wealth LLC increased its position in shares of Schwab U.S. Large-Cap Growth ETF by 13.8% during the fourth quarter. Simplicity Wealth LLC now owns 342,626 shares of the company’s stock worth $11,176,000 after acquiring an additional 41,469 shares during the period. Advisory Services Network LLC increased its position in shares of Schwab U.S. Large-Cap Growth ETF by 10.4% during the third quarter. Advisory Services Network LLC now owns 536,365 shares of the company’s stock worth $17,115,000 after acquiring an additional 50,616 shares during the period. Finally, Dravo Bay LLC raised its stake in shares of Schwab U.S. Large-Cap Growth ETF by 2.6% in the fourth quarter. Dravo Bay LLC now owns 1,213,888 shares of the company’s stock valued at $39,597,000 after acquiring an additional 30,487 shares in the last quarter.

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

NYSEARCA:SCHG opened at $34.12 on Monday. The firm has a market cap of $59.55 billion, a PE ratio of 34.24 and a beta of 1.19. The stock has a fifty day moving average price of $33.85 and a 200 day moving average price of $32.20. Schwab U.S. Large-Cap Growth ETF has a 12-month low of $27.96 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.