Foundations Investment Advisors LLC raised its position in Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG – Free Report) by 336.5% in the fourth quarter, Holdings Channel reports. The fund owned 366,409 shares of the company’s stock after buying an additional 282,472 shares during the period. Foundations Investment Advisors LLC’s holdings in Schwab U.S. Large-Cap Growth ETF were worth $10,212,000 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. raised its holdings in Schwab U.S. Large-Cap Growth ETF by 2.2% during the third quarter. Boyce & Associates Wealth Consulting Inc. now owns 5,080 shares of the company’s stock worth $529,000 after purchasing an additional 109 shares in the last quarter. Evanson Asset Management LLC raised its holdings in Schwab U.S. Large-Cap Growth ETF by 10.2% during the third quarter. Evanson Asset Management LLC now owns 3,023 shares of the company’s stock worth $315,000 after purchasing an additional 280 shares in the last quarter. KCM Investment Advisors LLC increased its holdings in shares of 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 acquiring an additional 368 shares during the period. Warner Financial Inc. increased its holdings in shares of Schwab U.S. Large-Cap Growth ETF by 0.6% in the 3rd quarter. Warner Financial Inc. now owns 63,361 shares of the company’s stock valued at $6,601,000 after acquiring an additional 376 shares during the period. Finally, Pathway Financial Advisers LLC increased its holdings in shares of Schwab U.S. Large-Cap Growth ETF by 41.2% in the 2nd quarter. Pathway Financial Advisers LLC now owns 1,326 shares of the company’s stock valued at $133,000 after acquiring an additional 387 shares during the period.
Schwab U.S. Large-Cap Growth ETF Price Performance
Shares of Schwab U.S. Large-Cap Growth ETF stock opened at $28.11 on Monday. The firm’s fifty day simple moving average is $28.21 and its 200-day simple moving average is $26.54. The stock has a market capitalization of $8.22 billion, a price-to-earnings ratio of 39.82 and a beta of 1.25. Schwab U.S. Large-Cap Growth ETF has a 12 month low of $21.27 and a 12 month high of $29.14.
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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