FIDELIS iM LLC boosted its stake in Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG – Free Report) by 25.0% in the first quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 320,056 shares of the company’s stock after buying an additional 64,011 shares during the quarter. Schwab U.S. Large-Cap Growth ETF makes up about 3.5% of FIDELIS iM LLC’s holdings, making the stock its 9th biggest position. FIDELIS iM LLC’s holdings in Schwab U.S. Large-Cap Growth ETF were worth $9,323,000 as of its most recent filing with the Securities & Exchange Commission.
A number of other institutional investors also recently modified their holdings of the stock. Brighton Jones LLC boosted its position in Schwab U.S. Large-Cap Growth ETF by 300.3% during the fourth quarter. Brighton Jones LLC now owns 12,182 shares of the company’s stock valued at $340,000 after purchasing an additional 9,139 shares during the last quarter. Revolve Wealth Partners LLC increased its position in Schwab U.S. Large-Cap Growth ETF by 294.8% in the 4th quarter. Revolve Wealth Partners LLC now owns 481,364 shares of the company’s stock worth $13,416,000 after purchasing an additional 359,429 shares during the last quarter. AQR Capital Management LLC increased its position in Schwab U.S. Large-Cap Growth ETF by 19.6% in the 1st quarter. AQR Capital Management LLC now owns 129,643 shares of the company’s stock worth $3,246,000 after purchasing an additional 21,234 shares during the last quarter. Goldman Sachs Group Inc. increased its position in Schwab U.S. Large-Cap Growth ETF by 285.9% in the 1st quarter. Goldman Sachs Group Inc. now owns 520,761 shares of the company’s stock worth $13,040,000 after purchasing an additional 385,822 shares during the last quarter. Finally, First Trust Advisors LP purchased a new stake in shares of Schwab U.S. Large-Cap Growth ETF during the 2nd quarter worth about $248,000.
Schwab U.S. Large-Cap Growth ETF Price Performance
Shares of Schwab U.S. Large-Cap Growth ETF stock opened at $34.31 on Wednesday. The firm has a market cap of $59.88 billion, a price-to-earnings ratio of 34.24 and a beta of 1.19. Schwab U.S. Large-Cap Growth ETF has a 52-week low of $27.96 and a 52-week high of $35.42. The stock has a 50-day simple moving average of $33.92 and a 200-day simple moving average of $32.23.
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.
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