RFG Bristol Wealth Advisors LLC raised its position in Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG – Free Report) by 21.0% in the 1st quarter, Holdings Channel reports. The fund owned 160,529 shares of the company’s stock after acquiring an additional 27,852 shares during the period. Schwab U.S. Large-Cap Growth ETF accounts for approximately 1.3% of RFG Bristol Wealth Advisors LLC’s holdings, making the stock its 19th biggest position. RFG Bristol Wealth Advisors LLC’s holdings in Schwab U.S. Large-Cap Growth ETF were worth $4,676,000 at the end of the most recent quarter.
Several other hedge funds and other institutional investors have also made changes to their positions in the company. Valpey Financial Services LLC increased its stake in shares of Schwab U.S. Large-Cap Growth ETF by 3,085.3% during the fourth quarter. Valpey Financial Services LLC now owns 8,003,802 shares of the company’s stock worth $245,365,000 after acquiring an additional 7,752,527 shares during the period. Focus Partners Wealth lifted its position in Schwab U.S. Large-Cap Growth ETF by 655.4% in the fourth quarter. Focus Partners Wealth now owns 6,602,251 shares of the company’s stock valued at $215,286,000 after purchasing an additional 5,728,214 shares during the period. Charles Schwab Investment Management Inc. boosted its holdings in Schwab U.S. Large-Cap Growth ETF by 9.4% in the 4th quarter. Charles Schwab Investment Management Inc. now owns 37,744,872 shares of the company’s stock valued at $1,231,238,000 after purchasing an additional 3,230,427 shares in the last quarter. Thrivent Financial for Lutherans boosted its holdings in Schwab U.S. Large-Cap Growth ETF by 7,909.6% in the 4th quarter. Thrivent Financial for Lutherans now owns 3,110,459 shares of the company’s stock valued at $101,473,000 after purchasing an additional 3,071,625 shares in the last quarter. Finally, BlueStem Wealth Partners LLC acquired a new position in Schwab U.S. Large-Cap Growth ETF during the 4th quarter worth approximately $92,090,000.
Schwab U.S. Large-Cap Growth ETF Trading Up 0.9%
NYSEARCA SCHG opened at $34.90 on Thursday. The stock has a market capitalization of $61.01 billion, a price-to-earnings ratio of 34.24 and a beta of 1.19. The business’s 50 day moving average is $34.10 and its two-hundred day moving average is $32.31. Schwab U.S. Large-Cap Growth ETF has a 12-month low of $27.96 and a 12-month high of $35.42.
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. Large-Cap Growth Total Stock Market Index includes the components ranked 1-750 by full market capitalization and that are classified as growth. The Index is a float-adjusted market capitalization weighted index.
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Want to see what other hedge funds are holding SCHG? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG – Free Report).
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