Bellevue Asset Management LLC Has $580,000 Holdings in Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG)

Bellevue Asset Management LLC boosted its holdings in shares of Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG) by 426.1% in the fourth quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 20,825 shares of the company’s stock after acquiring an additional 16,867 shares during the quarter. Bellevue Asset Management LLC’s holdings in Schwab U.S. Large-Cap Growth ETF were worth $580,000 at the end of the most recent quarter.

A number of other institutional investors have also recently bought and sold shares of the business. Carnegie Investment Counsel lifted its holdings in shares of Schwab U.S. Large-Cap Growth ETF by 293.5% during the 4th quarter. Carnegie Investment Counsel now owns 16,062 shares of the company’s stock valued at $448,000 after buying an additional 11,980 shares during the last quarter. HighMark Wealth Management LLC lifted its holdings in shares of Schwab U.S. Large-Cap Growth ETF by 300.2% during the 4th quarter. HighMark Wealth Management LLC now owns 2,045 shares of the company’s stock valued at $57,000 after buying an additional 1,534 shares during the last quarter. Jones Financial Companies Lllp lifted its holdings in shares of Schwab U.S. Large-Cap Growth ETF by 758.6% during the 4th quarter. Jones Financial Companies Lllp now owns 301,293 shares of the company’s stock valued at $8,397,000 after buying an additional 266,200 shares during the last quarter. Summit Wealth & Retirement Planning Inc. lifted its holdings in shares of Schwab U.S. Large-Cap Growth ETF by 292.7% during the 4th quarter. Summit Wealth & Retirement Planning Inc. now owns 1,532,498 shares of the company’s stock valued at $42,711,000 after buying an additional 1,142,247 shares during the last quarter. Finally, Burney Co. lifted its holdings in shares of Schwab U.S. Large-Cap Growth ETF by 117.9% during the 4th quarter. Burney Co. now owns 11,668 shares of the company’s stock valued at $325,000 after buying an additional 6,313 shares during the last quarter.

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

Shares of Schwab U.S. Large-Cap Growth ETF stock opened at $26.82 on Thursday. The firm has a market cap of $37.01 billion, a price-to-earnings ratio of 36.44 and a beta of 1.11. Schwab U.S. Large-Cap Growth ETF has a 52-week low of $21.68 and a 52-week high of $29.14. The stock has a 50-day simple moving average of $28.19 and a 200-day simple moving average of $27.19.

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.