Donaldson Capital Management LLC Raises Stock Position in Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG)

Donaldson Capital Management LLC increased its stake in Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG) by 712.8% during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 464,526 shares of the company’s stock after purchasing an additional 407,378 shares during the quarter. Donaldson Capital Management LLC’s holdings in Schwab U.S. Large-Cap Growth ETF were worth $12,946,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds also recently added to or reduced their stakes in SCHG. Atria Investments Inc boosted its holdings in Schwab U.S. Large-Cap Growth ETF by 9.8% in the third quarter. Atria Investments Inc now owns 122,969 shares of the company’s stock worth $12,811,000 after purchasing an additional 10,954 shares during the last quarter. Axxcess Wealth Management LLC boosted its holdings in Schwab U.S. Large-Cap Growth ETF by 18.5% in the third quarter. Axxcess Wealth Management LLC now owns 7,392 shares of the company’s stock worth $770,000 after purchasing an additional 1,152 shares during the last quarter. Kennebec Savings Bank purchased a new stake in Schwab U.S. Large-Cap Growth ETF in the third quarter worth approximately $112,000. Catalytic Wealth RIA LLC boosted its holdings in Schwab U.S. Large-Cap Growth ETF by 122.3% in the third quarter. Catalytic Wealth RIA LLC now owns 5,250 shares of the company’s stock worth $547,000 after purchasing an additional 2,888 shares during the last quarter. Finally, Core Wealth Partners LLC purchased a new stake in Schwab U.S. Large-Cap Growth ETF in the third quarter worth approximately $384,000.

Schwab U.S. Large-Cap Growth ETF Trading Down 4.1 %

Shares of SCHG stock opened at $25.10 on Tuesday. The firm’s 50 day moving average is $28.03 and its 200 day moving average is $27.21. The stock has a market capitalization of $34.64 billion, a P/E ratio of 36.44 and a beta of 1.11. 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.