Kaizen Financial Strategies Has $9.49 Million Stake in Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG)

Kaizen Financial Strategies cut its stake in Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG) by 0.7% in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 114,430 shares of the company’s stock after selling 764 shares during the period. Schwab U.S. Large-Cap Growth ETF comprises approximately 7.2% of Kaizen Financial Strategies’ holdings, making the stock its 3rd largest holding. Kaizen Financial Strategies’ holdings in Schwab U.S. Large-Cap Growth ETF were worth $9,493,000 as of its most recent SEC filing.

Other hedge funds have also modified their holdings of the company. First Command Advisory Services Inc. acquired a new position in shares of Schwab U.S. Large-Cap Growth ETF in the 3rd quarter worth approximately $25,000. Thompson Investment Management Inc. acquired a new position in shares of Schwab U.S. Large-Cap Growth ETF in the 4th quarter worth approximately $32,000. WestHill Financial Advisors Inc. acquired a new stake in Schwab U.S. Large-Cap Growth ETF during the 3rd quarter valued at $29,000. MCF Advisors LLC increased its holdings in Schwab U.S. Large-Cap Growth ETF by 45,200.0% during the 3rd quarter. MCF Advisors LLC now owns 453 shares of the company’s stock valued at $33,000 after purchasing an additional 452 shares in the last quarter. Finally, HM Payson & Co. acquired a new stake in Schwab U.S. Large-Cap Growth ETF during the 3rd quarter valued at $37,000.

Schwab U.S. Large-Cap Growth ETF Stock Up 0.2 %

SCHG stock traded up $0.17 during midday trading on Wednesday, reaching $92.92. 1,444,449 shares of the company’s stock traded hands, compared to its average volume of 1,498,254. The company has a 50-day simple moving average of $89.53 and a two-hundred day simple moving average of $81.81. Schwab U.S. Large-Cap Growth ETF has a 1-year low of $62.15 and a 1-year high of $93.84. The company has a market cap of $23.94 billion, a price-to-earnings ratio of 27.24 and a beta of 1.10.

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.