Financially Speaking Inc Has $7.58 Million Stock Position in Schwab U.S. Large-Cap Growth ETF $SCHG

Financially Speaking Inc decreased its position in shares of Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG) by 13.3% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 232,243 shares of the company’s stock after selling 35,632 shares during the quarter. Schwab U.S. Large-Cap Growth ETF comprises 4.9% of Financially Speaking Inc’s holdings, making the stock its 6th largest holding. Financially Speaking Inc’s holdings in Schwab U.S. Large-Cap Growth ETF were worth $7,576,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors have also recently modified their holdings of SCHG. Valpey Financial Services LLC increased its holdings in shares of Schwab U.S. Large-Cap Growth ETF by 3,085.3% during the fourth quarter. Valpey Financial Services LLC now owns 8,003,802 shares of the company’s stock valued at $245,365,000 after acquiring an additional 7,752,527 shares in the last quarter. Charles Schwab Investment Management Inc. increased its holdings in shares of Schwab U.S. Large-Cap Growth ETF by 9.4% during the fourth quarter. Charles Schwab Investment Management Inc. now owns 37,744,872 shares of the company’s stock valued at $1,231,238,000 after acquiring an additional 3,230,427 shares in the last quarter. Thrivent Financial for Lutherans increased its holdings in shares of Schwab U.S. Large-Cap Growth ETF by 7,909.6% during the fourth quarter. Thrivent Financial for Lutherans now owns 3,110,459 shares of the company’s stock valued at $101,473,000 after acquiring an additional 3,071,625 shares in the last quarter. BlueStem Wealth Partners LLC bought a new stake in shares of Schwab U.S. Large-Cap Growth ETF during the fourth quarter valued at approximately $92,090,000. Finally, LPL Financial LLC increased its holdings in shares of Schwab U.S. Large-Cap Growth ETF by 7.8% during the fourth quarter. LPL Financial LLC now owns 34,166,654 shares of the company’s stock valued at $1,114,516,000 after acquiring an additional 2,464,714 shares in the last quarter.

Schwab U.S. Large-Cap Growth ETF Trading Up 0.1%

Shares of Schwab U.S. Large-Cap Growth ETF stock opened at $33.42 on Friday. The stock has a fifty day simple moving average of $33.10 and a 200 day simple moving average of $32.11. Schwab U.S. Large-Cap Growth ETF has a 12-month low of $27.68 and a 12-month high of $35.42. The company has a market capitalization of $56.49 billion, a P/E ratio of 34.24 and a beta of 1.19.

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.