Unique Wealth LLC Boosts Position in Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG)

Unique Wealth LLC increased its position in Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG) by 265.4% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 1,091,357 shares of the company’s stock after acquiring an additional 792,708 shares during the quarter. Schwab U.S. Large-Cap Growth ETF comprises approximately 6.3% of Unique Wealth LLC’s holdings, making the stock its 2nd biggest position. Unique Wealth LLC owned about 0.37% of Schwab U.S. Large-Cap Growth ETF worth $30,416,000 at the end of the most recent reporting period.

Other large investors have also added to or reduced their stakes in the company. Bank of New York Mellon Corp raised its position in shares of Schwab U.S. Large-Cap Growth ETF by 4.1% during the second quarter. Bank of New York Mellon Corp now owns 22,559 shares of the company’s stock valued at $2,275,000 after buying an additional 885 shares during the last quarter. Thoroughbred Financial Services LLC increased its holdings in Schwab U.S. Large-Cap Growth ETF by 40.9% in the 2nd quarter. Thoroughbred Financial Services LLC now owns 11,352 shares of the company’s stock valued at $1,144,000 after acquiring an additional 3,293 shares during the last quarter. Wealthspire Advisors LLC increased its holdings in Schwab U.S. Large-Cap Growth ETF by 4.1% in the 2nd quarter. Wealthspire Advisors LLC now owns 7,723 shares of the company’s stock valued at $779,000 after acquiring an additional 304 shares during the last quarter. Oppenheimer Asset Management Inc. lifted its stake in Schwab U.S. Large-Cap Growth ETF by 104.4% in the 2nd quarter. Oppenheimer Asset Management Inc. now owns 5,767 shares of the company’s stock worth $582,000 after purchasing an additional 2,945 shares in the last quarter. Finally, Fairfield Financial Advisors LTD bought a new position in shares of Schwab U.S. Large-Cap Growth ETF during the 2nd quarter valued at about $25,000.

Schwab U.S. Large-Cap Growth ETF Trading Down 0.3 %

Shares of SCHG stock opened at $27.63 on Tuesday. The stock has a market capitalization of $8.08 billion, a price-to-earnings ratio of 39.82 and a beta of 1.25. Schwab U.S. Large-Cap Growth ETF has a 12-month low of $20.59 and a 12-month high of $29.14. The stock’s 50-day moving average price is $28.03 and its 200-day moving average price is $26.38.

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.