Unique Wealth LLC Lowers Holdings in Schwab U.S. Large-Cap Growth ETF $SCHG

Unique Wealth LLC lowered its position in shares of Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG) by 11.4% in the second quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 826,801 shares of the company’s stock after selling 106,201 shares during the quarter. Schwab U.S. Large-Cap Growth ETF makes up approximately 3.3% of Unique Wealth LLC’s holdings, making the stock its 6th biggest holding. Unique Wealth LLC’s holdings in Schwab U.S. Large-Cap Growth ETF were worth $27,979,000 at the end of the most recent reporting period.

Several other institutional investors have also recently added to or reduced their stakes in the company. Garton & Associates Financial Advisors LLC acquired a new stake in shares of Schwab U.S. Large-Cap Growth ETF during the fourth quarter worth approximately $27,000. Advisortrust Partners LLC bought a new stake in Schwab U.S. Large-Cap Growth ETF during the 1st quarter worth approximately $25,000. Center for Financial Planning Inc. acquired a new stake in Schwab U.S. Large-Cap Growth ETF during the 1st quarter valued at $28,000. NI Acquisitions Company LLC acquired a new stake in Schwab U.S. Large-Cap Growth ETF during the 2nd quarter valued at $35,000. Finally, Cary Street Partners Investment Advisory LLC increased its holdings in Schwab U.S. Large-Cap Growth ETF by 1,922.6% during the 4th quarter. Cary Street Partners Investment Advisory LLC now owns 1,072 shares of the company’s stock valued at $35,000 after purchasing an additional 1,019 shares in the last quarter.

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

Shares of SCHG opened at $35.53 on Friday. The company has a market cap of $62.34 billion, a price-to-earnings ratio of 34.24 and a beta of 1.19. The stock has a fifty day moving average price of $34.80 and a two-hundred day moving average price of $33.04. Schwab U.S. Large-Cap Growth ETF has a 52-week low of $27.96 and a 52-week high of $36.11.

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. 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.