Robinson Smith Wealth Advisors LLC increased its position in Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG – Free Report) by 317.2% during the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 82,827 shares of the company’s stock after purchasing an additional 62,976 shares during the period. Schwab U.S. Large-Cap Growth ETF makes up 2.0% of Robinson Smith Wealth Advisors LLC’s investment portfolio, making the stock its 15th largest holding. Robinson Smith Wealth Advisors LLC’s holdings in Schwab U.S. Large-Cap Growth ETF were worth $2,308,000 at the end of the most recent quarter.
A number of other large investors also recently modified their holdings of the company. KCM Investment Advisors LLC lifted its holdings in shares of Schwab U.S. Large-Cap Growth ETF by 4.6% in the 3rd quarter. KCM Investment Advisors LLC now owns 8,324 shares of the company’s stock worth $867,000 after purchasing an additional 368 shares in the last quarter. Investors Research Corp raised its position in Schwab U.S. Large-Cap Growth ETF by 3.4% in the 3rd quarter. Investors Research Corp now owns 12,042 shares of the company’s stock valued at $1,255,000 after buying an additional 398 shares during the last quarter. Tidemark LLC raised its position in Schwab U.S. Large-Cap Growth ETF by 119.8% in the 3rd quarter. Tidemark LLC now owns 734 shares of the company’s stock valued at $76,000 after buying an additional 400 shares during the last quarter. McCarthy Asset Management Inc. raised its position in Schwab U.S. Large-Cap Growth ETF by 0.4% in the 3rd quarter. McCarthy Asset Management Inc. now owns 96,479 shares of the company’s stock valued at $10,051,000 after buying an additional 410 shares during the last quarter. Finally, Chesapeake Wealth Management raised its position in Schwab U.S. Large-Cap Growth ETF by 1.1% in the 3rd quarter. Chesapeake Wealth Management now owns 42,690 shares of the company’s stock valued at $4,447,000 after buying an additional 447 shares during the last quarter.
Schwab U.S. Large-Cap Growth ETF Trading Up 2.6 %
NYSEARCA SCHG opened at $25.55 on Friday. The firm has a market capitalization of $35.26 billion, a P/E ratio of 31.74 and a beta of 1.13. The business has a fifty day simple moving average of $27.81 and a 200 day simple moving average of $27.19. Schwab U.S. Large-Cap Growth ETF has a 12 month low of $21.68 and a 12 month high of $29.14.
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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