Nalls Sherbakoff Group LLC Makes New $2.42 Million Investment in Schwab U.S. Large-Cap Growth ETF $SCHG

Nalls Sherbakoff Group LLC bought a new stake in Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG) during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund bought 74,059 shares of the company’s stock, valued at approximately $2,416,000. Schwab U.S. Large-Cap Growth ETF comprises approximately 1.7% of Nalls Sherbakoff Group LLC’s portfolio, making the stock its 11th biggest position.

A number of other institutional investors and hedge funds have also recently modified their holdings of SCHG. Duncker Streett & Co. Inc. increased its stake in shares of Schwab U.S. Large-Cap Growth ETF by 0.4% during 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. CPC Advisors LLC raised its holdings 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 worth $480,000 after purchasing an additional 325 shares during the period. AssuredPartners Investment Advisors LLC lifted its stake in Schwab U.S. Large-Cap Growth ETF by 3.6% in the fourth quarter. AssuredPartners Investment Advisors LLC now owns 9,384 shares of the company’s stock valued at $306,000 after purchasing an additional 326 shares during the last quarter. Liberty Square Wealth Partners LLC lifted its stake in Schwab U.S. Large-Cap Growth ETF by 3.4% in the fourth quarter. Liberty Square Wealth Partners LLC now owns 10,374 shares of the company’s stock valued at $338,000 after purchasing an additional 340 shares during the last quarter. Finally, Tidemark LLC grew its holdings in Schwab U.S. Large-Cap Growth ETF by 11.6% during the fourth quarter. Tidemark LLC now owns 3,278 shares of the company’s stock valued at $107,000 after purchasing an additional 342 shares during the period.

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

NYSEARCA:SCHG opened at $33.90 on Friday. The business has a fifty day simple moving average of $33.52 and a two-hundred day simple moving average of $32.16. Schwab U.S. Large-Cap Growth ETF has a 1 year low of $27.68 and a 1 year high of $35.42. The company has a market capitalization of $57.30 billion, a P/E ratio of 34.24 and a beta of 1.19.

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.