Madison Wealth Partners Inc lifted its holdings in Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG – Free Report) by 332.1% in the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund owned 83,239 shares of the company’s stock after buying an additional 63,976 shares during the quarter. Schwab U.S. Large-Cap Growth ETF comprises 0.6% of Madison Wealth Partners Inc’s portfolio, making the stock its 27th biggest holding. Madison Wealth Partners Inc’s holdings in Schwab U.S. Large-Cap Growth ETF were worth $2,320,000 as of its most recent SEC filing.
A number of other institutional investors have also made changes to their positions in the business. Valley Wealth Managers Inc. raised its holdings in Schwab U.S. Large-Cap Growth ETF by 300.0% during the 4th quarter. Valley Wealth Managers Inc. now owns 904 shares of the company’s stock worth $25,000 after purchasing an additional 678 shares during the last quarter. HM Payson & Co. raised its holdings in Schwab U.S. Large-Cap Growth ETF by 300.0% during the 4th quarter. HM Payson & Co. now owns 944 shares of the company’s stock worth $26,000 after purchasing an additional 708 shares during the last quarter. Versant Capital Management Inc raised its holdings in Schwab U.S. Large-Cap Growth ETF by 300.4% during the 4th quarter. Versant Capital Management Inc now owns 1,017 shares of the company’s stock worth $28,000 after purchasing an additional 763 shares during the last quarter. Fairfield Financial Advisors LTD raised its holdings in Schwab U.S. Large-Cap Growth ETF by 299.6% during the 4th quarter. Fairfield Financial Advisors LTD now owns 991 shares of the company’s stock worth $28,000 after purchasing an additional 743 shares during the last quarter. Finally, Human Investing LLC bought a new stake in Schwab U.S. Large-Cap Growth ETF during the 4th quarter worth about $29,000.
Schwab U.S. Large-Cap Growth ETF Trading Up 1.4 %
Shares of NYSEARCA:SCHG opened at $25.43 on Thursday. The stock has a market capitalization of $35.09 billion, a P/E ratio of 36.44 and a beta of 1.11. Schwab U.S. Large-Cap Growth ETF has a 1-year low of $21.68 and a 1-year high of $29.14. The business has a 50-day moving average price of $27.92 and a two-hundred day moving average price of $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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