Waterford Advisors LLC Grows Position in Schwab U.S. Large-Cap Growth ETF $SCHG

Waterford Advisors LLC increased its holdings in shares of Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG) by 1,073.6% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 147,643 shares of the company’s stock after purchasing an additional 135,063 shares during the quarter. Schwab U.S. Large-Cap Growth ETF accounts for approximately 1.9% of Waterford Advisors LLC’s portfolio, making the stock its 11th biggest position. Waterford Advisors LLC’s holdings in Schwab U.S. Large-Cap Growth ETF were worth $4,816,000 as of its most recent SEC filing.

Other institutional investors and hedge funds have also made changes to their positions in the company. Garton & Associates Financial Advisors LLC acquired a new position in shares of Schwab U.S. Large-Cap Growth ETF in the 4th quarter worth approximately $27,000. Cary Street Partners Investment Advisory LLC increased its holdings in Schwab U.S. Large-Cap Growth ETF by 1,922.6% in the 4th quarter. Cary Street Partners Investment Advisory LLC now owns 1,072 shares of the company’s stock valued at $35,000 after purchasing an additional 1,019 shares during the last quarter. Manning & Napier Advisors LLC acquired a new stake in Schwab U.S. Large-Cap Growth ETF in the 4th quarter valued at approximately $49,000. Kingdom Financial Group LLC. purchased a new stake in Schwab U.S. Large-Cap Growth ETF in the fourth quarter valued at approximately $49,000. Finally, Mcguire Capital Advisors Inc. purchased a new stake in Schwab U.S. Large-Cap Growth ETF in the fourth quarter valued at approximately $49,000.

Schwab U.S. Large-Cap Growth ETF Stock Up 1.3%

NYSEARCA:SCHG opened at $33.90 on Friday. The stock’s fifty day moving average is $33.45 and its two-hundred day moving average is $32.15. Schwab U.S. Large-Cap Growth ETF has a 52 week low of $27.68 and a 52 week high of $35.42. The stock has a market capitalization of $57.30 billion, a price-to-earnings ratio of 34.24 and a beta of 1.19.

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.