Unique Wealth LLC Acquires 202,865 Shares of Schwab U.S. Large-Cap Growth ETF $SCHG

Unique Wealth LLC boosted its holdings in Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG) by 27.0% in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 955,487 shares of the company’s stock after purchasing an additional 202,865 shares during the quarter. Schwab U.S. Large-Cap Growth ETF makes up 4.4% of Unique Wealth LLC’s portfolio, making the stock its 4th biggest holding. Unique Wealth LLC’s holdings in Schwab U.S. Large-Cap Growth ETF were worth $31,168,000 as of its most recent SEC filing.

Several other large investors have also recently added to or reduced their stakes in the business. Envestnet Asset Management Inc. increased its stake in shares of Schwab U.S. Large-Cap Growth ETF by 12.0% during the 3rd quarter. Envestnet Asset Management Inc. now owns 61,891,690 shares of the company’s stock valued at $1,974,964,000 after acquiring an additional 6,651,144 shares during the last quarter. Sei Investments Co. boosted its position in shares of Schwab U.S. Large-Cap Growth ETF by 11.0% in the second quarter. Sei Investments Co. now owns 45,745,266 shares of the company’s stock worth $1,336,220,000 after acquiring an additional 4,524,057 shares during the last quarter. Charles Schwab Investment Management Inc. boosted its position in shares of Schwab U.S. Large-Cap Growth ETF by 653.7% in the second quarter. Charles Schwab Investment Management Inc. now owns 32,809,028 shares of the company’s stock worth $958,352,000 after acquiring an additional 28,455,790 shares during the last quarter. Osaic Holdings Inc. grew its holdings in Schwab U.S. Large-Cap Growth ETF by 6.7% in the second quarter. Osaic Holdings Inc. now owns 18,835,687 shares of the company’s stock valued at $549,441,000 after purchasing an additional 1,175,660 shares during the period. Finally, Ameriprise Financial Inc. grew its holdings in Schwab U.S. Large-Cap Growth ETF by 8.2% in the third quarter. Ameriprise Financial Inc. now owns 16,720,317 shares of the company’s stock valued at $533,385,000 after purchasing an additional 1,261,913 shares during the period.

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

Shares of SCHG stock opened at $29.80 on Friday. The firm has a market capitalization of $48.78 billion, a price-to-earnings ratio of 34.24 and a beta of 1.15. Schwab U.S. Large-Cap Growth ETF has a one year low of $21.37 and a one year high of $33.74. The company has a 50 day moving average price of $31.26 and a 200 day moving average price of $31.92.

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.