Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG) Shares Purchased by Heirloom Wealth Management

Heirloom Wealth Management increased its stake in shares of Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG) by 1.8% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 28,210 shares of the company’s stock after acquiring an additional 503 shares during the period. Schwab U.S. Large-Cap Growth ETF comprises 0.9% of Heirloom Wealth Management’s holdings, making the stock its 22nd largest position. Heirloom Wealth Management’s holdings in Schwab U.S. Large-Cap Growth ETF were worth $2,340,000 as of its most recent filing with the Securities & Exchange Commission.

Several other hedge funds and other institutional investors have also recently bought and sold shares of SCHG. Retirement Income Solutions Inc boosted its position in Schwab U.S. Large-Cap Growth ETF by 100.0% during the first quarter. Retirement Income Solutions Inc now owns 8,630 shares of the company’s stock worth $646,000 after purchasing an additional 4,315 shares in the last quarter. JPMorgan Chase & Co. boosted its position in Schwab U.S. Large-Cap Growth ETF by 93.3% during the first quarter. JPMorgan Chase & Co. now owns 6,103 shares of the company’s stock worth $457,000 after purchasing an additional 2,946 shares in the last quarter. Bank of New York Mellon Corp boosted its position in Schwab U.S. Large-Cap Growth ETF by 63.1% during the first quarter. Bank of New York Mellon Corp now owns 6,064 shares of the company’s stock worth $454,000 after purchasing an additional 2,347 shares in the last quarter. PNC Financial Services Group Inc. boosted its position in Schwab U.S. Large-Cap Growth ETF by 126.1% during the first quarter. PNC Financial Services Group Inc. now owns 7,972 shares of the company’s stock worth $597,000 after purchasing an additional 4,446 shares in the last quarter. Finally, Bank of Montreal Can lifted its position in shares of Schwab U.S. Large-Cap Growth ETF by 125.9% in the first quarter. Bank of Montreal Can now owns 3,149 shares of the company’s stock valued at $240,000 after acquiring an additional 1,755 shares in the last quarter.

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

Shares of NYSEARCA:SCHG traded down $1.98 during midday trading on Friday, hitting $87.04. The company had a trading volume of 2,158,575 shares, compared to its average volume of 1,480,218. Schwab U.S. Large-Cap Growth ETF has a twelve month low of $63.57 and a twelve month high of $93.84. The stock has a market cap of $25.31 billion, a price-to-earnings ratio of 41.12 and a beta of 1.25. The business’s 50-day simple moving average is $91.18 and its 200-day simple moving average is $83.86.

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.