Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG) is OneDigital Investment Advisors LLC’s 3rd Largest Position

Posted by Francis Steltz on Apr 21st, 2025

OneDigital Investment Advisors LLC raised its holdings in shares of Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG – Free Report) by 280.8% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 8,219,837 shares of the company’s stock after acquiring an additional 6,061,412 shares during the quarter. Schwab U.S. Large-Cap Growth ETF makes up 2.7% of OneDigital Investment Advisors LLC’s portfolio, making the stock its 3rd largest holding. OneDigital Investment Advisors LLC’s holdings in Schwab U.S. Large-Cap Growth ETF were worth $229,087,000 as of its most recent SEC filing.

Other hedge funds have also recently modified their holdings of the company. Sculati Wealth Management LLC grew its holdings in Schwab U.S. Large-Cap Growth ETF by 82.2% during the third quarter. Sculati Wealth Management LLC now owns 84,484 shares of the company’s stock valued at $8,802,000 after purchasing an additional 38,110 shares during the period. Synovus Financial Corp lifted its position in shares of Schwab U.S. Large-Cap Growth ETF by 86.0% during the 3rd quarter. Synovus Financial Corp now owns 84,948 shares of the company’s stock valued at $8,850,000 after buying an additional 39,271 shares in the last quarter. Denver PWM LLC grew its stake in shares of Schwab U.S. Large-Cap Growth ETF by 0.3% during the 3rd quarter. Denver PWM LLC now owns 228,950 shares of the company’s stock valued at $23,852,000 after acquiring an additional 672 shares during the period. Copley Financial Group Inc. purchased a new stake in Schwab U.S. Large-Cap Growth ETF in the 3rd quarter worth approximately $278,000. Finally, Brass Tax Wealth Management Inc. increased its holdings in Schwab U.S. Large-Cap Growth ETF by 14.6% in the 3rd quarter. Brass Tax Wealth Management Inc. now owns 42,706 shares of the company’s stock worth $4,449,000 after acquiring an additional 5,442 shares in the last quarter.

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

Shares of NYSEARCA:SCHG opened at $23.69 on Monday. The company has a market capitalization of $33.40 billion, a P/E ratio of 32.77 and a beta of 1.17. Schwab U.S. Large-Cap Growth ETF has a 1-year low of $21.37 and a 1-year high of $29.14. The firm’s 50 day simple moving average is $25.79 and its two-hundred day simple moving average is $27.05.

Schwab U.S. Large-Cap Growth ETF Dividend Announcement

The company also recently disclosed a dividend, which was paid on Monday, March 31st. Stockholders of record on Wednesday, March 26th were given a dividend of $0.0272 per share. The ex-dividend date was Wednesday, March 26th.

Schwab U.S. Large-Cap Growth ETF 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.