Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG) is Wealthgarden F.S. LLC’s 6th Largest Position

Wealthgarden F.S. LLC increased its stake in Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG) by 394.6% in the fourth quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 81,711 shares of the company’s stock after purchasing an additional 65,190 shares during the quarter. Schwab U.S. Large-Cap Growth ETF accounts for 2.1% of Wealthgarden F.S. LLC’s investment portfolio, making the stock its 6th largest position. Wealthgarden F.S. LLC’s holdings in Schwab U.S. Large-Cap Growth ETF were worth $2,277,000 as of its most recent filing with the Securities & Exchange Commission.

Other large investors have also made changes to their positions in the company. Hantz Financial Services Inc. purchased a new position in Schwab U.S. Large-Cap Growth ETF in the 3rd quarter valued at approximately $56,000. Tidemark LLC increased its position in shares of Schwab U.S. Large-Cap Growth ETF by 119.8% in the third quarter. Tidemark LLC now owns 734 shares of the company’s stock valued at $76,000 after buying an additional 400 shares in the last quarter. Valley Wealth Managers Inc. increased its position in shares of Schwab U.S. Large-Cap Growth ETF by 300.0% in the fourth quarter. Valley Wealth Managers Inc. now owns 904 shares of the company’s stock valued at $25,000 after buying an additional 678 shares in the last quarter. Providence Capital Advisors LLC acquired a new position in Schwab U.S. Large-Cap Growth ETF during the third quarter worth about $105,000. Finally, Versant Capital Management Inc lifted its holdings in shares of Schwab U.S. Large-Cap Growth ETF by 300.4% in the fourth quarter. Versant Capital Management Inc now owns 1,017 shares of the company’s stock valued at $28,000 after purchasing an additional 763 shares in the last quarter.

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

SCHG stock opened at $28.01 on Friday. Schwab U.S. Large-Cap Growth ETF has a 12 month low of $21.68 and a 12 month high of $29.14. The firm has a market capitalization of $8.19 billion, a PE ratio of 39.82 and a beta of 1.25. The company’s 50 day simple moving average is $28.44 and its 200-day simple moving average is $27.02.

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.