Axis Wealth Partners LLC acquired a new position in Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG – Free Report) during the 4th quarter, according to its most recent filing with the SEC. The fund acquired 12,518 shares of the company’s stock, valued at approximately $349,000.
Other institutional investors and hedge funds have also made changes to their positions in the company. KCM Investment Advisors LLC lifted its holdings in Schwab U.S. Large-Cap Growth ETF by 4.6% in the 3rd quarter. KCM Investment Advisors LLC now owns 8,324 shares of the company’s stock valued at $867,000 after purchasing an additional 368 shares in the last quarter. Investors Research Corp lifted its holdings in Schwab U.S. Large-Cap Growth ETF by 3.4% in the 3rd quarter. Investors Research Corp now owns 12,042 shares of the company’s stock valued at $1,255,000 after purchasing an additional 398 shares in the last quarter. Tidemark LLC lifted its holdings in Schwab U.S. Large-Cap Growth ETF by 119.8% in the 3rd quarter. Tidemark LLC now owns 734 shares of the company’s stock valued at $76,000 after purchasing an additional 400 shares in the last quarter. McCarthy Asset Management Inc. lifted its holdings in Schwab U.S. Large-Cap Growth ETF by 0.4% in the 3rd quarter. McCarthy Asset Management Inc. now owns 96,479 shares of the company’s stock valued at $10,051,000 after purchasing an additional 410 shares in the last quarter. Finally, Chesapeake Wealth Management lifted its holdings in Schwab U.S. Large-Cap Growth ETF by 1.1% in the 3rd quarter. Chesapeake Wealth Management now owns 42,690 shares of the company’s stock valued at $4,447,000 after purchasing an additional 447 shares in the last quarter.
Schwab U.S. Large-Cap Growth ETF Trading Up 0.3 %
NYSEARCA:SCHG opened at $26.17 on Friday. The firm has a market cap of $36.11 billion, a price-to-earnings 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. The company’s 50-day moving average is $28.09 and its two-hundred day moving average is $27.20.
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.
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