Kestra Private Wealth Services LLC lifted its position in Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG – Free Report) by 200.9% during the fourth quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 23,915 shares of the company’s stock after buying an additional 15,967 shares during the period. Kestra Private Wealth Services LLC’s holdings in Schwab U.S. Large-Cap Growth ETF were worth $667,000 at the end of the most recent reporting period.
Other institutional investors have also modified their holdings of the company. Carnegie Investment Counsel lifted its holdings in Schwab U.S. Large-Cap Growth ETF by 293.5% in the 4th quarter. Carnegie Investment Counsel now owns 16,062 shares of the company’s stock valued at $448,000 after acquiring an additional 11,980 shares during the last quarter. Summit Wealth & Retirement Planning Inc. lifted its stake in Schwab U.S. Large-Cap Growth ETF by 292.7% during the fourth quarter. Summit Wealth & Retirement Planning Inc. now owns 1,532,498 shares of the company’s stock valued at $42,711,000 after purchasing an additional 1,142,247 shares during the last quarter. Burney Co. boosted its holdings in Schwab U.S. Large-Cap Growth ETF by 117.9% during the fourth quarter. Burney Co. now owns 11,668 shares of the company’s stock worth $325,000 after buying an additional 6,313 shares in the last quarter. Kingsview Wealth Management LLC grew its position in Schwab U.S. Large-Cap Growth ETF by 363.6% in the fourth quarter. Kingsview Wealth Management LLC now owns 421,641 shares of the company’s stock worth $11,751,000 after buying an additional 330,686 shares during the last quarter. Finally, Copley Financial Group Inc. bought a new position in shares of Schwab U.S. Large-Cap Growth ETF in the third quarter valued at $278,000.
Schwab U.S. Large-Cap Growth ETF Stock Up 0.2 %
SCHG opened at $28.94 on Friday. The firm has a market cap of $8.46 billion, a PE ratio of 39.82 and a beta of 1.25. The business has a fifty day simple moving average of $28.43 and a 200-day simple moving average of $26.83. Schwab U.S. Large-Cap Growth ETF has a fifty-two week low of $21.68 and a fifty-two week high of $29.14.
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.
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