Kingswood Wealth Advisors LLC lifted its position in Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG – Free Report) by 2.1% in the 1st quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 753,364 shares of the company’s stock after acquiring an additional 15,643 shares during the quarter. Schwab U.S. Large-Cap Growth ETF accounts for approximately 0.7% of Kingswood Wealth Advisors LLC’s holdings, making the stock its 16th largest position. Kingswood Wealth Advisors LLC owned 0.05% of Schwab U.S. Large-Cap Growth ETF worth $18,865,000 at the end of the most recent quarter.
Several other hedge funds also recently made changes to their positions in SCHG. Capital Investment Advisors LLC grew its holdings in shares of Schwab U.S. Large-Cap Growth ETF by 0.9% during the first quarter. Capital Investment Advisors LLC now owns 49,761 shares of the company’s stock valued at $1,246,000 after buying an additional 424 shares in the last quarter. TrueWealth Advisors LLC grew its holdings in shares of Schwab U.S. Large-Cap Growth ETF by 1.0% during the first quarter. TrueWealth Advisors LLC now owns 43,872 shares of the company’s stock valued at $1,099,000 after buying an additional 455 shares in the last quarter. GPS Wealth Strategies Group LLC grew its holdings in shares of Schwab U.S. Large-Cap Growth ETF by 17.5% during the first quarter. GPS Wealth Strategies Group LLC now owns 3,705 shares of the company’s stock valued at $93,000 after buying an additional 551 shares in the last quarter. 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 valued at $25,000 after buying an additional 678 shares in the last quarter. Finally, HM Payson & Co. grew its holdings in shares of Schwab U.S. Large-Cap Growth ETF by 300.0% during 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.
Schwab U.S. Large-Cap Growth ETF Trading Down 0.8%
Shares of SCHG stock opened at $28.00 on Wednesday. Schwab U.S. Large-Cap Growth ETF has a 1-year low of $21.37 and a 1-year high of $29.14. The company has a market capitalization of $42 billion, a price-to-earnings ratio of 32.34 and a beta of 1.16. The stock’s fifty day simple moving average is $26.39 and its 200-day simple moving average is $27.03.
Schwab U.S. Large-Cap Growth ETF 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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