Opes Wealth Management LLC Has $9.12 Million Holdings in Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG)

Opes Wealth Management LLC trimmed its position in shares of Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG) by 0.4% during the second quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 90,450 shares of the company’s stock after selling 342 shares during the period. Schwab U.S. Large-Cap Growth ETF accounts for approximately 1.9% of Opes Wealth Management LLC’s investment portfolio, making the stock its 11th biggest position. Opes Wealth Management LLC’s holdings in Schwab U.S. Large-Cap Growth ETF were worth $9,121,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. Sei Investments Co. lifted its position in shares of Schwab U.S. Large-Cap Growth ETF by 0.9% in the first quarter. Sei Investments Co. now owns 9,089,817 shares of the company’s stock valued at $842,808,000 after buying an additional 85,434 shares during the last quarter. Mather Group LLC. lifted its holdings in Schwab U.S. Large-Cap Growth ETF by 1.1% during the 2nd quarter. Mather Group LLC. now owns 9,080,140 shares of the company’s stock valued at $841,911,000 after purchasing an additional 95,632 shares during the last quarter. Envestnet Asset Management Inc. boosted its position in Schwab U.S. Large-Cap Growth ETF by 25.6% during the fourth quarter. Envestnet Asset Management Inc. now owns 7,938,982 shares of the company’s stock worth $658,618,000 after purchasing an additional 1,617,687 shares during the period. McAdam LLC increased its holdings in shares of Schwab U.S. Large-Cap Growth ETF by 4.4% in the second quarter. McAdam LLC now owns 1,833,824 shares of the company’s stock valued at $184,923,000 after purchasing an additional 76,779 shares during the last quarter. Finally, CWM LLC raised its position in shares of Schwab U.S. Large-Cap Growth ETF by 1.8% in the second quarter. CWM LLC now owns 1,735,574 shares of the company’s stock valued at $175,015,000 after purchasing an additional 30,097 shares during the period.

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

NYSEARCA SCHG opened at $96.21 on Friday. The stock has a market cap of $28.14 billion, a PE ratio of 39.82 and a beta of 1.25. The firm has a 50-day moving average of $100.27 and a 200-day moving average of $95.89. Schwab U.S. Large-Cap Growth ETF has a 52-week low of $69.78 and a 52-week high of $105.74.

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.