Keeler & Nadler Financial Planning & Wealth Management grew its position in shares of Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG – Free Report) by 318.3% in the fourth quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 690,562 shares of the company’s stock after buying an additional 525,485 shares during the quarter. Schwab U.S. Large-Cap Growth ETF accounts for 9.0% of Keeler & Nadler Financial Planning & Wealth Management’s investment portfolio, making the stock its 2nd largest holding. Keeler & Nadler Financial Planning & Wealth Management’s holdings in Schwab U.S. Large-Cap Growth ETF were worth $19,246,000 at the end of the most recent reporting period.
Several other hedge funds also recently made changes to their positions in the company. Mather Group LLC. boosted its stake in shares of Schwab U.S. Large-Cap Growth ETF by 7.5% in the third quarter. Mather Group LLC. now owns 9,764,967 shares of the company’s stock valued at $1,017,314,000 after buying an additional 684,827 shares in the last quarter. Sei Investments Co. lifted its holdings in Schwab U.S. Large-Cap Growth ETF by 5.0% in the third quarter. Sei Investments Co. now owns 9,556,995 shares of the company’s stock valued at $995,648,000 after acquiring an additional 452,814 shares during the period. LPL Financial LLC lifted its holdings in Schwab U.S. Large-Cap Growth ETF by 12.2% in the third quarter. LPL Financial LLC now owns 4,293,248 shares of the company’s stock valued at $447,271,000 after acquiring an additional 465,306 shares during the period. Marquette Asset Management LLC boosted its position in shares of Schwab U.S. Large-Cap Growth ETF by 310.6% during the 4th quarter. Marquette Asset Management LLC now owns 4,028,428 shares of the company’s stock worth $112,272,000 after purchasing an additional 3,047,202 shares in the last quarter. Finally, Cliftonlarsonallen Wealth Advisors LLC grew its stake in shares of Schwab U.S. Large-Cap Growth ETF by 296.1% during the 4th quarter. Cliftonlarsonallen Wealth Advisors LLC now owns 2,217,000 shares of the company’s stock worth $61,788,000 after purchasing an additional 1,657,307 shares during the period.
Schwab U.S. Large-Cap Growth ETF Stock Up 2.4 %
Shares of NYSEARCA SCHG opened at $28.18 on Thursday. The stock has a market capitalization of $8.24 billion, a price-to-earnings ratio of 39.82 and a beta of 1.25. Schwab U.S. Large-Cap Growth ETF has a 52 week low of $20.59 and a 52 week high of $29.14. The firm has a 50-day moving average price of $28.08 and a 200 day moving average price of $26.41.
Schwab U.S. Large-Cap Growth ETF 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.
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