Old Port Advisors boosted its holdings in shares of Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG – Free Report) by 288.4% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 97,137 shares of the company’s stock after purchasing an additional 72,125 shares during the period. Old Port Advisors’ holdings in Schwab U.S. Large-Cap Growth ETF were worth $2,707,000 as of its most recent SEC filing.
Other institutional investors also recently added to or reduced their stakes in the company. Boyce & Associates Wealth Consulting Inc. lifted its holdings in Schwab U.S. Large-Cap Growth ETF by 2.2% during the 3rd quarter. Boyce & Associates Wealth Consulting Inc. now owns 5,080 shares of the company’s stock valued at $529,000 after purchasing an additional 109 shares during the last quarter. Glassman Wealth Services raised its stake in shares of Schwab U.S. Large-Cap Growth ETF by 3.0% in the second quarter. Glassman Wealth Services now owns 4,145 shares of the company’s stock valued at $418,000 after acquiring an additional 119 shares during the last quarter. Evergreen Capital Management LLC boosted its holdings in shares of Schwab U.S. Large-Cap Growth ETF by 3.3% in the 2nd quarter. Evergreen Capital Management LLC now owns 3,964 shares of the company’s stock worth $400,000 after acquiring an additional 126 shares in the last quarter. Abound Wealth Management boosted its holdings in shares of Schwab U.S. Large-Cap Growth ETF by 1.7% in the 2nd quarter. Abound Wealth Management now owns 8,095 shares of the company’s stock worth $816,000 after acquiring an additional 138 shares in the last quarter. Finally, HBK Sorce Advisory LLC grew its position in Schwab U.S. Large-Cap Growth ETF by 1.1% during the 2nd quarter. HBK Sorce Advisory LLC now owns 14,474 shares of the company’s stock worth $1,460,000 after acquiring an additional 156 shares during the last quarter.
Schwab U.S. Large-Cap Growth ETF Stock Down 0.1 %
SCHG traded down $0.04 during trading on Thursday, hitting $27.83. The company’s stock had a trading volume of 2,685,448 shares, compared to its average volume of 5,536,543. The stock has a market capitalization of $8.14 billion, a price-to-earnings ratio of 39.82 and a beta of 1.25. The firm’s 50 day moving average price is $27.77 and its two-hundred day moving average price is $26.21. Schwab U.S. Large-Cap Growth ETF has a 12 month low of $20.09 and a 12 month high of $29.14.
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.
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