Heritage Wealth Management Inc. CA grew its position in Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG – Free Report) by 283.7% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 340,188 shares of the company’s stock after purchasing an additional 251,527 shares during the quarter. Schwab U.S. Large-Cap Growth ETF makes up about 6.8% of Heritage Wealth Management Inc. CA’s investment portfolio, making the stock its 3rd largest holding. Heritage Wealth Management Inc. CA owned approximately 0.12% of Schwab U.S. Large-Cap Growth ETF worth $9,481,000 at the end of the most recent reporting period.
A number of other hedge funds and other institutional investors have also recently modified their holdings of SCHG. Valley Wealth Managers Inc. raised its stake 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 valued at $25,000 after purchasing an additional 678 shares during the period. HM Payson & Co. grew 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 valued at $26,000 after buying an additional 708 shares in the last quarter. Versant Capital Management Inc raised its position in shares of Schwab U.S. Large-Cap Growth ETF by 300.4% during 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 raised its position in shares of Schwab U.S. Large-Cap Growth ETF by 299.6% during 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 purchased a new position in shares of Schwab U.S. Large-Cap Growth ETF in the fourth quarter worth $29,000.
Schwab U.S. Large-Cap Growth ETF Stock Performance
Shares of NYSEARCA:SCHG opened at $26.29 on Tuesday. The firm has a market cap of $36.28 billion, a price-to-earnings ratio of 31.74 and a beta of 1.13. The firm has a fifty day moving average price of $27.52 and a 200 day moving average price of $27.24. Schwab U.S. Large-Cap Growth ETF has a fifty-two week low of $21.68 and a fifty-two week 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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