IVC Wealth Advisors LLC Purchases 13,963 Shares of Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG)

IVC Wealth Advisors LLC grew its holdings in Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG) by 295.6% during the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund owned 18,687 shares of the company’s stock after purchasing an additional 13,963 shares during the period. IVC Wealth Advisors LLC’s holdings in Schwab U.S. Large-Cap Growth ETF were worth $521,000 at the end of the most recent quarter.

Other institutional investors have also made changes to their positions in the company. Boyce & Associates Wealth Consulting Inc. lifted its stake in Schwab U.S. Large-Cap Growth ETF by 2.2% in the third quarter. Boyce & Associates Wealth Consulting Inc. now owns 5,080 shares of the company’s stock valued at $529,000 after acquiring an additional 109 shares during the last quarter. Evergreen Capital Management LLC raised its stake in Schwab U.S. Large-Cap Growth ETF by 3.3% in the second quarter. Evergreen Capital Management LLC now owns 3,964 shares of the company’s stock valued at $400,000 after buying an additional 126 shares during the period. Evanson Asset Management LLC lifted its position in shares of Schwab U.S. Large-Cap Growth ETF by 10.2% in the third quarter. Evanson Asset Management LLC now owns 3,023 shares of the company’s stock valued at $315,000 after buying an additional 280 shares during the last quarter. KCM Investment Advisors LLC increased its holdings in shares of Schwab U.S. Large-Cap Growth ETF by 4.6% during the 3rd quarter. KCM Investment Advisors LLC now owns 8,324 shares of the company’s stock worth $867,000 after acquiring an additional 368 shares during the last quarter. Finally, Warner Financial Inc. raised its stake in Schwab U.S. Large-Cap Growth ETF by 0.6% in the 3rd quarter. Warner Financial Inc. now owns 63,361 shares of the company’s stock valued at $6,601,000 after acquiring an additional 376 shares during the period.

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

NYSEARCA:SCHG opened at $29.02 on Friday. The company has a market cap of $8.49 billion, a P/E ratio of 39.82 and a beta of 1.25. The firm’s fifty day moving average price is $28.14 and its two-hundred day moving average price is $26.50. Schwab U.S. Large-Cap Growth ETF has a one year low of $21.27 and a one year high of $29.14.

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.