Monetary Solutions Ltd Makes New Investment in Schwab U.S. Large-Cap Growth ETF $SCHG

Monetary Solutions Ltd purchased a new position in shares of Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG – Free Report) during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor purchased 138,191 shares of the company’s stock, valued at approximately $4,508,000. Schwab U.S. Large-Cap Growth ETF accounts for about 4.4% of Monetary Solutions Ltd’s investment portfolio, making the stock its 7th biggest position.

Several other hedge funds have also recently bought and sold shares of SCHG. Foundations Investment Advisors LLC lifted its holdings in Schwab U.S. Large-Cap Growth ETF by 10.9% in the fourth quarter. Foundations Investment Advisors LLC now owns 482,907 shares of the company’s stock worth $15,752,000 after purchasing an additional 47,368 shares during the period. Bright Futures Wealth Management LLC. acquired a new stake in shares of Schwab U.S. Large-Cap Growth ETF in the 3rd quarter worth approximately $635,000. Compound Planning Inc. lifted its stake in shares of Schwab U.S. Large-Cap Growth ETF by 16.2% in the 3rd quarter. Compound Planning Inc. now owns 2,128,290 shares of the company’s stock worth $67,914,000 after acquiring an additional 296,519 shares during the period. Charles Schwab Trust Co boosted its holdings in shares of Schwab U.S. Large-Cap Growth ETF by 1.8% in the fourth quarter. Charles Schwab Trust Co now owns 1,753,222 shares of the company’s stock valued at $57,190,000 after acquiring an additional 30,853 shares in the last quarter. Finally, Simplicity Wealth LLC boosted its holdings in shares of Schwab U.S. Large-Cap Growth ETF by 13.8% in the fourth quarter. Simplicity Wealth LLC now owns 342,626 shares of the company’s stock valued at $11,176,000 after acquiring an additional 41,469 shares in the last quarter.

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

NYSEARCA SCHG opened at $33.90 on Friday. Schwab U.S. Large-Cap Growth ETF has a 12 month low of $27.68 and a 12 month high of $35.42. The firm has a market capitalization of $57.30 billion, a PE ratio of 34.24 and a beta of 1.19. The company’s 50 day simple moving average is $33.45 and its 200 day simple moving average is $32.15.

Schwab U.S. Large-Cap Growth ETF Company Profile

(Free Report)

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.

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