Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG) is Lowery Thomas LLC’s Largest Position

Lowery Thomas LLC grew its position in shares of Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG) by 16.4% in the fourth quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 140,210 shares of the company’s stock after buying an additional 19,780 shares during the quarter. Schwab U.S. Large-Cap Growth ETF accounts for 10.0% of Lowery Thomas LLC’s investment portfolio, making the stock its largest holding. Lowery Thomas LLC owned 0.05% of Schwab U.S. Large-Cap Growth ETF worth $11,632,000 at the end of the most recent reporting period.

A number of other large investors also recently bought and sold shares of SCHG. Stonebrook Private Inc. purchased a new position in shares of Schwab U.S. Large-Cap Growth ETF in the 4th quarter valued at about $384,000. McCarthy Asset Management Inc. grew its stake in Schwab U.S. Large-Cap Growth ETF by 21.1% in the 4th quarter. McCarthy Asset Management Inc. now owns 81,542 shares of the company’s stock valued at $6,765,000 after acquiring an additional 14,224 shares during the last quarter. Valmark Advisers Inc. grew its stake in Schwab U.S. Large-Cap Growth ETF by 30.9% in the 4th quarter. Valmark Advisers Inc. now owns 4,094 shares of the company’s stock valued at $340,000 after acquiring an additional 967 shares during the last quarter. Kovack Advisors Inc. grew its stake in Schwab U.S. Large-Cap Growth ETF by 69.8% in the 4th quarter. Kovack Advisors Inc. now owns 90,434 shares of the company’s stock valued at $7,502,000 after acquiring an additional 37,189 shares during the last quarter. Finally, New England Private Wealth Advisors LLC grew its stake in Schwab U.S. Large-Cap Growth ETF by 34.2% in the 4th quarter. New England Private Wealth Advisors LLC now owns 21,013 shares of the company’s stock valued at $1,743,000 after acquiring an additional 5,360 shares during the last quarter.

Schwab U.S. Large-Cap Growth ETF Trading Up 1.9 %

Shares of Schwab U.S. Large-Cap Growth ETF stock traded up $1.73 during mid-day trading on Friday, hitting $90.58. 1,385,973 shares of the stock were exchanged, compared to its average volume of 1,484,274. The company has a 50-day simple moving average of $91.15 and a 200 day simple moving average of $84.48. Schwab U.S. Large-Cap Growth ETF has a twelve month low of $64.60 and a twelve month high of $93.84. The stock has a market capitalization of $26.34 billion, a price-to-earnings ratio of 41.12 and a beta of 1.25.

About Schwab U.S. Large-Cap Growth ETF

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.