Schwab U.S. Large-Cap Growth ETF $SCHG is Brass Tax Wealth Management Inc.’s 4th Largest Position

Brass Tax Wealth Management Inc. grew its stake in shares of Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG) by 33.2% in the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 1,057,059 shares of the company’s stock after acquiring an additional 263,598 shares during the quarter. Schwab U.S. Large-Cap Growth ETF comprises about 5.6% of Brass Tax Wealth Management Inc.’s holdings, making the stock its 4th largest position. Brass Tax Wealth Management Inc. owned 0.07% of Schwab U.S. Large-Cap Growth ETF worth $33,731,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other hedge funds have also modified their holdings of the stock. Whittier Trust Co. of Nevada Inc. grew its holdings in Schwab U.S. Large-Cap Growth ETF by 16.3% in the third quarter. Whittier Trust Co. of Nevada Inc. now owns 2,232 shares of the company’s stock valued at $72,000 after purchasing an additional 312 shares during the period. Pinnacle Financial Partners Inc raised its stake in Schwab U.S. Large-Cap Growth ETF by 0.9% during the third quarter. Pinnacle Financial Partners Inc now owns 36,217 shares of the company’s stock worth $1,156,000 after purchasing an additional 315 shares during the period. Woodmont Investment Counsel LLC boosted its holdings in shares of Schwab U.S. Large-Cap Growth ETF by 0.8% in the 3rd quarter. Woodmont Investment Counsel LLC now owns 40,616 shares of the company’s stock valued at $1,296,000 after purchasing an additional 325 shares during the last quarter. Kennebec Savings Bank boosted its holdings in shares of Schwab U.S. Large-Cap Growth ETF by 6.6% in the 3rd quarter. Kennebec Savings Bank now owns 5,298 shares of the company’s stock valued at $169,000 after purchasing an additional 328 shares during the last quarter. Finally, Howe & Rusling Inc. grew its stake in shares of Schwab U.S. Large-Cap Growth ETF by 37.7% during the 3rd quarter. Howe & Rusling Inc. now owns 1,212 shares of the company’s stock valued at $39,000 after buying an additional 332 shares during the period.

Schwab U.S. Large-Cap Growth ETF Stock Down 1.1%

SCHG stock opened at $29.91 on Friday. The company has a market cap of $48.96 billion, a price-to-earnings ratio of 34.24 and a beta of 1.15. The business has a fifty day simple moving average of $31.48 and a 200-day simple moving average of $31.95. Schwab U.S. Large-Cap Growth ETF has a 52 week low of $21.37 and a 52 week high of $33.74.

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.