Heritage Wealth Management Inc. CA raised its stake in Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG – Free Report) by 283.7% during the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 340,188 shares of the company’s stock after purchasing an additional 251,527 shares during the period. Schwab U.S. Large-Cap Growth ETF accounts for about 6.8% of Heritage Wealth Management Inc. CA’s holdings, making the stock its 3rd biggest position. Heritage Wealth Management Inc. CA’s holdings in Schwab U.S. Large-Cap Growth ETF were worth $9,481,000 as of its most recent filing with the Securities & Exchange Commission.
A number of other hedge funds and other institutional investors also recently added to or reduced their stakes in the stock. Valley Wealth Managers Inc. increased its position in shares of Schwab U.S. Large-Cap Growth ETF by 300.0% during the fourth quarter. Valley Wealth Managers Inc. now owns 904 shares of the company’s stock worth $25,000 after purchasing an additional 678 shares in the last quarter. HM Payson & Co. increased its position in Schwab U.S. Large-Cap Growth ETF by 300.0% during the fourth quarter. HM Payson & Co. now owns 944 shares of the company’s stock worth $26,000 after buying an additional 708 shares during the period. Versant Capital Management Inc lifted its stake in Schwab U.S. Large-Cap Growth ETF by 300.4% in the fourth quarter. Versant Capital Management Inc now owns 1,017 shares of the company’s stock valued at $28,000 after buying an additional 763 shares during the last quarter. Fairfield Financial Advisors LTD lifted its stake in Schwab U.S. Large-Cap Growth ETF by 299.6% in the fourth quarter. Fairfield Financial Advisors LTD now owns 991 shares of the company’s stock valued at $28,000 after buying an additional 743 shares during the last quarter. Finally, Human Investing LLC acquired a new stake in shares of Schwab U.S. Large-Cap Growth ETF in the fourth quarter valued at approximately $29,000.
Schwab U.S. Large-Cap Growth ETF Price Performance
Shares of Schwab U.S. Large-Cap Growth ETF stock opened at $26.29 on Tuesday. The firm’s fifty day simple moving average is $27.52 and its 200-day simple moving average is $27.24. Schwab U.S. Large-Cap Growth ETF has a 12 month low of $21.68 and a 12 month high of $29.14. The stock has a market capitalization of $36.28 billion, a price-to-earnings ratio of 31.74 and a beta of 1.13.
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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