Unique Wealth LLC Has $27.98 Million Holdings in Schwab U.S. Large-Cap Growth ETF $SCHG

Unique Wealth LLC reduced its holdings in shares of Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG) by 11.4% during the 2nd quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 826,801 shares of the company’s stock after selling 106,201 shares during the period. Schwab U.S. Large-Cap Growth ETF comprises about 3.3% of Unique Wealth LLC’s investment portfolio, making the stock its 6th biggest position. Unique Wealth LLC’s holdings in Schwab U.S. Large-Cap Growth ETF were worth $27,979,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds have also added to or reduced their stakes in the business. Advisory Solutions Group LLC bought a new position in Schwab U.S. Large-Cap Growth ETF during the second quarter worth about $4,840,000. Compass Financial Management LLC acquired a new stake in Schwab U.S. Large-Cap Growth ETF during the second quarter valued at approximately $4,463,000. NI Acquisitions Company LLC bought a new stake in shares of Schwab U.S. Large-Cap Growth ETF in the 2nd quarter valued at approximately $35,000. Maloon Powers Pitre Higgins & Dennehy LLC bought a new stake in shares of Schwab U.S. Large-Cap Growth ETF in the 2nd quarter valued at approximately $317,000. Finally, Markowski Investments acquired a new position in shares of Schwab U.S. Large-Cap Growth ETF in the 2nd quarter worth approximately $1,637,000.

Schwab U.S. Large-Cap Growth ETF Trading Down 0.9%

Shares of SCHG opened at $35.53 on Friday. The stock has a market cap of $62.34 billion, a PE ratio of 34.24 and a beta of 1.19. Schwab U.S. Large-Cap Growth ETF has a 1 year low of $27.96 and a 1 year high of $36.11. The stock has a 50 day simple moving average of $34.80 and a 200-day simple moving average of $33.04.

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.