Castle Wealth Management LLC Grows Stake in Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG)

Castle Wealth Management LLC lifted its stake in shares of Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG) by 293.3% in the fourth quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 33,319 shares of the company’s stock after purchasing an additional 24,848 shares during the period. Castle Wealth Management LLC’s holdings in Schwab U.S. Large-Cap Growth ETF were worth $929,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other institutional investors and hedge funds have also modified their holdings of the stock. Consolidated Planning Corp grew its stake in Schwab U.S. Large-Cap Growth ETF by 300.0% during the 4th quarter. Consolidated Planning Corp now owns 14,340 shares of the company’s stock valued at $400,000 after acquiring an additional 10,755 shares in the last quarter. Hidden Cove Wealth Management LLC purchased a new stake in Schwab U.S. Large-Cap Growth ETF during the 4th quarter valued at about $664,000. Evolution Advisers Inc. grew its stake in Schwab U.S. Large-Cap Growth ETF by 226.0% during the 4th quarter. Evolution Advisers Inc. now owns 3,032 shares of the company’s stock valued at $84,000 after acquiring an additional 2,102 shares in the last quarter. Diversified Portfolios Inc. purchased a new stake in Schwab U.S. Large-Cap Growth ETF during the 4th quarter valued at about $664,000. Finally, Retirement Guys Formula LLC grew its stake in Schwab U.S. Large-Cap Growth ETF by 292.5% during the 4th quarter. Retirement Guys Formula LLC now owns 593,640 shares of the company’s stock valued at $16,545,000 after acquiring an additional 442,386 shares in the last quarter.

Schwab U.S. Large-Cap Growth ETF Trading Down 0.1 %

Shares of NYSEARCA SCHG opened at $28.54 on Thursday. Schwab U.S. Large-Cap Growth ETF has a 12-month low of $21.68 and a 12-month high of $29.14. The stock has a market cap of $8.35 billion, a PE ratio of 39.82 and a beta of 1.25. The company has a 50-day moving average of $28.42 and a 200 day moving average of $26.80.

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.