Windsor Advisory Group LLC grew its holdings in Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG – Free Report) by 309.7% during the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 29,930 shares of the company’s stock after acquiring an additional 22,625 shares during the period. Schwab U.S. Large-Cap Growth ETF comprises approximately 1.0% of Windsor Advisory Group LLC’s holdings, making the stock its 20th biggest holding. Windsor Advisory Group LLC’s holdings in Schwab U.S. Large-Cap Growth ETF were worth $834,000 as of its most recent SEC filing.
Other hedge funds and other institutional investors have also made changes to their positions in the company. Ritholtz Wealth Management boosted its holdings in Schwab U.S. Large-Cap Growth ETF by 300.0% in the 4th quarter. Ritholtz Wealth Management now owns 16,535 shares of the company’s stock worth $461,000 after acquiring an additional 12,401 shares during the period. Capital & Planning LLC lifted its position in shares of Schwab U.S. Large-Cap Growth ETF by 292.3% during the fourth quarter. Capital & Planning LLC now owns 1,138,646 shares of the company’s stock worth $31,734,000 after purchasing an additional 848,370 shares in the last quarter. Smith Salley Wealth Management boosted its stake in shares of Schwab U.S. Large-Cap Growth ETF by 321.5% in the fourth quarter. Smith Salley Wealth Management now owns 16,073 shares of the company’s stock valued at $448,000 after purchasing an additional 12,260 shares during the period. Evanson Asset Management LLC grew its holdings in Schwab U.S. Large-Cap Growth ETF by 562.7% during the 4th quarter. Evanson Asset Management LLC now owns 20,032 shares of the company’s stock valued at $558,000 after purchasing an additional 17,009 shares in the last quarter. Finally, Annex Advisory Services LLC grew its holdings in Schwab U.S. Large-Cap Growth ETF by 856.6% during the 4th quarter. Annex Advisory Services LLC now owns 29,082 shares of the company’s stock valued at $811,000 after purchasing an additional 26,042 shares in the last quarter.
Schwab U.S. Large-Cap Growth ETF Price Performance
Shares of SCHG stock opened at $27.74 on Tuesday. Schwab U.S. Large-Cap Growth ETF has a 12 month low of $21.37 and a 12 month high of $29.14. The firm has a market capitalization of $41.06 billion, a P/E ratio of 32.34 and a beta of 1.17. The company’s fifty day moving average price is $25.17 and its two-hundred day moving average price is $26.98.
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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