Jamison Private Wealth Management Inc. Buys 9,309 Shares of Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG)

Jamison Private Wealth Management Inc. lifted its holdings in shares of Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG) by 426.2% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 11,493 shares of the company’s stock after buying an additional 9,309 shares during the period. Jamison Private Wealth Management Inc.’s holdings in Schwab U.S. Large-Cap Growth ETF were worth $320,000 at the end of the most recent reporting period.

Several other institutional investors also recently modified their holdings of the business. Boyce & Associates Wealth Consulting Inc. boosted its position in shares of 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 valued at $529,000 after buying an additional 109 shares during the last quarter. Evanson Asset Management LLC boosted its position in Schwab U.S. Large-Cap Growth ETF by 10.2% in 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 during the last quarter. KCM Investment Advisors LLC boosted its position in Schwab U.S. Large-Cap Growth ETF by 4.6% in the third quarter. KCM Investment Advisors LLC now owns 8,324 shares of the company’s stock worth $867,000 after purchasing an additional 368 shares during the last quarter. Warner Financial Inc. boosted its position in Schwab U.S. Large-Cap Growth ETF by 0.6% in the third quarter. Warner Financial Inc. now owns 63,361 shares of the company’s stock worth $6,601,000 after purchasing an additional 376 shares during the last quarter. Finally, Pathway Financial Advisers LLC boosted its position in Schwab U.S. Large-Cap Growth ETF by 41.2% in the second quarter. Pathway Financial Advisers LLC now owns 1,326 shares of the company’s stock worth $133,000 after purchasing an additional 387 shares during the last quarter.

Schwab U.S. Large-Cap Growth ETF Stock Performance

Shares of NYSEARCA:SCHG opened at $28.90 on Monday. The stock has a market capitalization of $8.45 billion, a price-to-earnings ratio of 39.82 and a beta of 1.25. The stock’s 50-day simple moving average is $28.21 and its two-hundred day simple moving average is $26.54. Schwab U.S. Large-Cap Growth ETF has a 52-week low of $21.27 and a 52-week 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.