Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG) Shares Bought by HCR Wealth Advisors

HCR Wealth Advisors raised its stake in shares of Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG) by 301.8% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 164,831 shares of the company’s stock after purchasing an additional 123,804 shares during the quarter. Schwab U.S. Large-Cap Growth ETF comprises 0.6% of HCR Wealth Advisors’ holdings, making the stock its 26th biggest position. HCR Wealth Advisors’ holdings in Schwab U.S. Large-Cap Growth ETF were worth $4,594,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other hedge funds and other institutional investors have also made changes to their positions in the stock. Hantz Financial Services Inc. acquired a new position in shares of Schwab U.S. Large-Cap Growth ETF in the 3rd quarter valued at $56,000. Tidemark LLC grew its stake in Schwab U.S. Large-Cap Growth ETF by 119.8% during the 3rd quarter. Tidemark LLC now owns 734 shares of the company’s stock valued at $76,000 after purchasing an additional 400 shares during the last quarter. Providence Capital Advisors LLC acquired a new position in shares of Schwab U.S. Large-Cap Growth ETF in the third quarter valued at about $105,000. Versant Capital Management Inc increased its holdings in shares of Schwab U.S. Large-Cap Growth ETF by 300.4% in the fourth quarter. Versant Capital Management Inc now owns 1,017 shares of the company’s stock valued at $28,000 after purchasing an additional 763 shares during the period. Finally, Kennebec Savings Bank purchased a new position in shares of Schwab U.S. Large-Cap Growth ETF in the third quarter worth about $112,000.

Schwab U.S. Large-Cap Growth ETF Stock Up 2.4 %

Schwab U.S. Large-Cap Growth ETF stock opened at $28.18 on Thursday. Schwab U.S. Large-Cap Growth ETF has a 52 week low of $20.59 and a 52 week high of $29.14. The stock has a 50-day moving average price of $28.08 and a 200 day moving average price of $26.41. The company 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 Company 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.