Madison Wealth Partners Inc Has $4.35 Million Stock Holdings in Schwab U.S. Large-Cap Growth ETF $SCHG

Madison Wealth Partners Inc lifted its position in Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG) by 74.1% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 133,405 shares of the company’s stock after acquiring an additional 56,779 shares during the period. Schwab U.S. Large-Cap Growth ETF makes up approximately 0.8% of Madison Wealth Partners Inc’s holdings, making the stock its 24th biggest holding. Madison Wealth Partners Inc’s holdings in Schwab U.S. Large-Cap Growth ETF were worth $4,352,000 at the end of the most recent reporting period.

A number of other hedge funds have also modified their holdings of the company. Acorn Wealth Advisors LLC raised its position in shares of Schwab U.S. Large-Cap Growth ETF by 22.3% in the 4th quarter. Acorn Wealth Advisors LLC now owns 262,569 shares of the company’s stock valued at $8,565,000 after acquiring an additional 47,945 shares during the period. Valpey Financial Services LLC raised its position in shares of Schwab U.S. Large-Cap Growth ETF by 3,085.3% in the 4th 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 during the period. Blueline Advisors LLC acquired a new stake in shares of Schwab U.S. Large-Cap Growth ETF in the 4th quarter valued at approximately $809,000. Operose Advisors LLC raised its position in shares of Schwab U.S. Large-Cap Growth ETF by 5.2% in the 4th quarter. Operose Advisors LLC now owns 9,186 shares of the company’s stock valued at $300,000 after acquiring an additional 458 shares during the period. Finally, Linscomb Wealth Inc. raised its position in shares of Schwab U.S. Large-Cap Growth ETF by 1.5% in the 4th quarter. Linscomb Wealth Inc. now owns 136,783 shares of the company’s stock valued at $4,462,000 after acquiring an additional 2,060 shares during the period.

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

Shares of NYSEARCA:SCHG opened at $35.12 on Friday. The company has a market capitalization of $59.36 billion, a price-to-earnings ratio of 34.24 and a beta of 1.19. The firm’s 50 day simple moving average is $32.11 and its 200 day simple moving average is $31.98. Schwab U.S. Large-Cap Growth ETF has a fifty-two week low of $27.18 and a fifty-two week high of $35.20.

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. 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.