Capital Advisors Wealth Management LLC grew its holdings in Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG – Free Report) by 325.1% in the fourth quarter, according to its most recent filing with the Securities & Exchange Commission. The institutional investor owned 44,722 shares of the company’s stock after buying an additional 34,201 shares during the period. Capital Advisors Wealth Management LLC’s holdings in Schwab U.S. Large-Cap Growth ETF were worth $1,246,000 as of its most recent filing with the Securities & Exchange Commission.
A number of other large investors have also recently made changes to their positions in the business. Mather Group LLC. lifted its holdings in shares of Schwab U.S. Large-Cap Growth ETF by 7.5% in the 3rd quarter. Mather Group LLC. now owns 9,764,967 shares of the company’s stock valued at $1,017,314,000 after acquiring an additional 684,827 shares during the last quarter. Sei Investments Co. grew its holdings in Schwab U.S. Large-Cap Growth ETF by 5.0% during the 3rd quarter. Sei Investments Co. now owns 9,556,995 shares of the company’s stock valued at $995,648,000 after purchasing an additional 452,814 shares during the last quarter. LPL Financial LLC raised its position in Schwab U.S. Large-Cap Growth ETF by 12.2% in the 3rd quarter. LPL Financial LLC now owns 4,293,248 shares of the company’s stock worth $447,271,000 after purchasing an additional 465,306 shares during the period. Marquette Asset Management LLC lifted its stake in Schwab U.S. Large-Cap Growth ETF by 310.6% in the fourth 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 during the last quarter. Finally, Cliftonlarsonallen Wealth Advisors LLC boosted its position in shares of Schwab U.S. Large-Cap Growth ETF by 296.1% during the fourth quarter. Cliftonlarsonallen Wealth Advisors LLC now owns 2,217,000 shares of the company’s stock valued at $61,788,000 after buying an additional 1,657,307 shares during the period.
Schwab U.S. Large-Cap Growth ETF Stock Performance
SCHG opened at $27.92 on Friday. The stock’s 50 day moving average price is $28.08 and its 200-day moving average price is $26.42. Schwab U.S. Large-Cap Growth ETF has a one year low of $20.59 and a one year high of $29.14. The stock has a market cap of $8.17 billion, a price-to-earnings ratio of 39.82 and a beta of 1.25.
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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