LGT Financial Advisors LLC lifted its holdings in shares of Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG – Free Report) by 184.4% during the 4th quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 12,341 shares of the company’s stock after acquiring an additional 8,002 shares during the period. Schwab U.S. Large-Cap Growth ETF accounts for approximately 0.8% of LGT Financial Advisors LLC’s investment portfolio, making the stock its 23rd biggest holding. LGT Financial Advisors LLC’s holdings in Schwab U.S. Large-Cap Growth ETF were worth $344,000 as of its most recent SEC filing.
Several other institutional investors also recently added to or reduced their stakes in the company. Valley Wealth Managers Inc. grew its holdings in shares of Schwab U.S. Large-Cap Growth ETF by 300.0% during the fourth quarter. Valley Wealth Managers Inc. now owns 904 shares of the company’s stock worth $25,000 after buying an additional 678 shares in the last quarter. HM Payson & Co. increased its holdings in shares of Schwab U.S. Large-Cap Growth ETF by 300.0% in the fourth quarter. HM Payson & Co. now owns 944 shares of the company’s stock valued at $26,000 after buying an additional 708 shares in the last quarter. Fairfield Financial Advisors LTD increased its stake in shares of Schwab U.S. Large-Cap Growth ETF by 299.6% in the fourth quarter. Fairfield Financial Advisors LTD now owns 991 shares of the company’s stock worth $28,000 after acquiring an additional 743 shares during the last quarter. WealthCollab LLC increased its position in Schwab U.S. Large-Cap Growth ETF by 300.0% during the fourth quarter. WealthCollab LLC now owns 1,000 shares of the company’s stock worth $28,000 after buying an additional 750 shares during the last quarter. Finally, Versant Capital Management Inc grew its holdings in Schwab U.S. Large-Cap Growth ETF by 300.4% in the 4th quarter. Versant Capital Management Inc now owns 1,017 shares of the company’s stock valued at $28,000 after buying an additional 763 shares during the last quarter.
Schwab U.S. Large-Cap Growth ETF Price Performance
Schwab U.S. Large-Cap Growth ETF stock opened at $25.42 on Thursday. The business has a 50 day simple moving average of $25.13 and a 200 day simple moving average of $26.96. Schwab U.S. Large-Cap Growth ETF has a one year low of $21.37 and a one year high of $29.14. The company has a market capitalization of $35.84 billion, a PE ratio of 32.77 and a beta of 1.17.
Schwab U.S. Large-Cap Growth ETF Dividend Announcement
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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