Wealthspire Advisors LLC raised its position in shares of Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG – Free Report) by 320.5% in the fourth quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm owned 92,850 shares of the company’s stock after purchasing an additional 70,767 shares during the quarter. Wealthspire Advisors LLC’s holdings in Schwab U.S. Large-Cap Growth ETF were worth $2,588,000 as of its most recent SEC filing.
Other large investors have also made changes to their positions in the company. Carnegie Investment Counsel grew its stake in shares of Schwab U.S. Large-Cap Growth ETF by 293.5% during the 4th quarter. Carnegie Investment Counsel now owns 16,062 shares of the company’s stock valued at $448,000 after purchasing an additional 11,980 shares during the period. HighMark Wealth Management LLC grew its stake in shares of Schwab U.S. Large-Cap Growth ETF by 300.2% during the 4th quarter. HighMark Wealth Management LLC now owns 2,045 shares of the company’s stock valued at $57,000 after acquiring an additional 1,534 shares during the period. Summit Wealth & Retirement Planning Inc. grew its stake in shares of Schwab U.S. Large-Cap Growth ETF by 292.7% during the 4th quarter. Summit Wealth & Retirement Planning Inc. now owns 1,532,498 shares of the company’s stock valued at $42,711,000 after acquiring an additional 1,142,247 shares during the period. Burney Co. grew its stake in shares of Schwab U.S. Large-Cap Growth ETF by 117.9% during the 4th quarter. Burney Co. now owns 11,668 shares of the company’s stock valued at $325,000 after acquiring an additional 6,313 shares during the period. Finally, Kingsview Wealth Management LLC grew its stake in shares of Schwab U.S. Large-Cap Growth ETF by 363.6% during the 4th quarter. Kingsview Wealth Management LLC now owns 421,641 shares of the company’s stock valued at $11,751,000 after acquiring an additional 330,686 shares during the period.
Schwab U.S. Large-Cap Growth ETF Trading Down 2.5 %
Shares of NYSEARCA:SCHG opened at $28.01 on Monday. The stock has a 50 day moving average of $28.44 and a 200 day moving average of $27.07. The company has a market cap of $8.19 billion, a PE ratio of 39.82 and a beta of 1.25. Schwab U.S. Large-Cap Growth ETF has a 12-month low of $21.68 and a 12-month high of $29.14.
About Schwab U.S. Large-Cap Growth ETF
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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