Schwab U.S. Large-Cap Growth ETF $SCHG Shares Sold by Heritage Wealth Management Inc. CA

Heritage Wealth Management Inc. CA decreased its stake in shares of Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG) by 4.8% in the 4th quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm owned 354,124 shares of the company’s stock after selling 17,779 shares during the quarter. Schwab U.S. Large-Cap Growth ETF comprises approximately 7.3% of Heritage Wealth Management Inc. CA’s investment portfolio, making the stock its 2nd largest holding. Heritage Wealth Management Inc. CA’s holdings in Schwab U.S. Large-Cap Growth ETF were worth $11,552,000 as of its most recent SEC filing.

Other large investors also recently modified their holdings of the company. Flagship Wealth Advisors LLC grew its position in Schwab U.S. Large-Cap Growth ETF by 50.5% in the 3rd quarter. Flagship Wealth Advisors LLC now owns 203,727 shares of the company’s stock valued at $6,501,000 after purchasing an additional 68,389 shares during the period. D.B. Root & Company LLC grew its position in Schwab U.S. Large-Cap Growth ETF by 10.9% in the 3rd quarter. D.B. Root & Company LLC now owns 243,695 shares of the company’s stock valued at $7,776,000 after purchasing an additional 23,865 shares during the period. Fortis Capital Advisors LLC grew its position in Schwab U.S. Large-Cap Growth ETF by 1.8% in the 3rd quarter. Fortis Capital Advisors LLC now owns 1,016,583 shares of the company’s stock valued at $32,439,000 after purchasing an additional 17,522 shares during the period. B. Riley Wealth Advisors Inc. boosted its holdings in Schwab U.S. Large-Cap Growth ETF by 44.1% during the 3rd quarter. B. Riley Wealth Advisors Inc. now owns 108,307 shares of the company’s stock worth $3,456,000 after acquiring an additional 33,155 shares during the last quarter. Finally, Bright Futures Wealth Management LLC. purchased a new position in Schwab U.S. Large-Cap Growth ETF during the 3rd quarter worth $635,000.

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

SCHG opened at $34.32 on Thursday. The company has a market capitalization of $58.01 billion, a price-to-earnings ratio of 34.24 and a beta of 1.19. The firm’s fifty day moving average price is $31.17 and its two-hundred day moving average price is $31.85. Schwab U.S. Large-Cap Growth ETF has a 1 year low of $26.80 and a 1 year high of $34.43.

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. Large-Cap Growth Total Stock Market Index includes the components ranked 1-750 by full market capitalization and that are classified as growth. The Index is a float-adjusted market capitalization weighted index.