Heritage Wealth Management Inc. CA Has $11.40 Million Holdings in Schwab U.S. Large-Cap Growth ETF $SCHG

Heritage Wealth Management Inc. CA boosted its stake in Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG) by 13.8% in the 2nd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 390,296 shares of the company’s stock after purchasing an additional 47,302 shares during the period. Schwab U.S. Large-Cap Growth ETF comprises about 7.6% of Heritage Wealth Management Inc. CA’s holdings, making the stock its 3rd largest holding. Heritage Wealth Management Inc. CA’s holdings in Schwab U.S. Large-Cap Growth ETF were worth $11,401,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other large investors have also recently modified their holdings of the company. Y.D. More Investments Ltd raised its stake in shares of Schwab U.S. Large-Cap Growth ETF by 62.8% during the first quarter. Y.D. More Investments Ltd now owns 1,420 shares of the company’s stock valued at $36,000 after acquiring an additional 548 shares during the last quarter. Luminist Capital LLC bought a new position in shares of Schwab U.S. Large-Cap Growth ETF during the first quarter valued at $38,000. GAMMA Investing LLC raised its stake in shares of Schwab U.S. Large-Cap Growth ETF by 2,404.4% during the first quarter. GAMMA Investing LLC now owns 1,703 shares of the company’s stock valued at $43,000 after acquiring an additional 1,635 shares during the last quarter. MTM Investment Management LLC bought a new position in shares of Schwab U.S. Large-Cap Growth ETF during the first quarter valued at $45,000. Finally, Mogy Joel R Investment Counsel Inc. bought a new position in shares of Schwab U.S. Large-Cap Growth ETF during the second quarter valued at $55,000.

Schwab U.S. Large-Cap Growth ETF Stock Performance

SCHG stock opened at $31.77 on Wednesday. The company has a fifty day moving average price of $31.20 and a 200-day moving average price of $28.62. The company has a market capitalization of $50.75 billion, a P/E ratio of 34.24 and a beta of 1.10. Schwab U.S. Large-Cap Growth ETF has a 52-week low of $21.37 and a 52-week high of $32.63.

About Schwab U.S. Large-Cap Growth ETF

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.