Opes Wealth Management LLC grew its stake in Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG – Free Report) by 302.2% in the fourth quarter, Holdings Channel reports. The fund owned 360,714 shares of the company’s stock after purchasing an additional 271,031 shares during the period. Schwab U.S. Large-Cap Growth ETF accounts for about 2.1% of Opes Wealth Management LLC’s portfolio, making the stock its 11th largest holding. Opes Wealth Management LLC’s holdings in Schwab U.S. Large-Cap Growth ETF were worth $10,053,000 as of its most recent SEC filing.
A number of other hedge funds and other institutional investors have also modified their holdings of the stock. Carnegie Investment Counsel increased its position in shares of Schwab U.S. Large-Cap Growth ETF by 293.5% during the 4th quarter. Carnegie Investment Counsel now owns 16,062 shares of the company’s stock worth $448,000 after purchasing an additional 11,980 shares during the last quarter. Summit Wealth & Retirement Planning Inc. increased its position in shares of Schwab U.S. Large-Cap Growth ETF by 292.7% during the 4th quarter. Summit Wealth & Retirement Planning Inc. now owns 1,532,498 shares of the company’s stock worth $42,711,000 after purchasing an additional 1,142,247 shares during the last quarter. Burney Co. increased its position in shares of Schwab U.S. Large-Cap Growth ETF by 117.9% during the 4th quarter. Burney Co. now owns 11,668 shares of the company’s stock worth $325,000 after purchasing an additional 6,313 shares during the last quarter. Kingsview Wealth Management LLC increased its position in shares of Schwab U.S. Large-Cap Growth ETF by 363.6% during the 4th quarter. Kingsview Wealth Management LLC now owns 421,641 shares of the company’s stock worth $11,751,000 after purchasing an additional 330,686 shares during the last quarter. Finally, Copley Financial Group Inc. acquired a new stake in shares of Schwab U.S. Large-Cap Growth ETF during the 3rd quarter worth about $278,000.
Schwab U.S. Large-Cap Growth ETF Trading Up 0.2 %
Shares of NYSEARCA:SCHG opened at $28.94 on Friday. The business has a 50-day moving average price of $28.43 and a 200 day moving average price of $26.88. The company has a market capitalization of $8.46 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 $21.68 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.
Further Reading
- Five stocks we like better than Schwab U.S. Large-Cap Growth ETF
- Why Are These Companies Considered Blue Chips?
- High-Yield Healthcare: 3 Stocks With Strong Dividends
- Consumer Staples Stocks, Explained
- Beyond the Bargain Bin: 3 Stocks Leading Discount Retail
- What is Insider Trading? What You Can Learn from Insider Trading
- Roblox’s Big Dip: A Chance to Get in on the Vaunted Gaming Stock?
Want to see what other hedge funds are holding SCHG? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG – Free Report).
Receive News & Ratings for Schwab U.S. Large-Cap Growth ETF Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Schwab U.S. Large-Cap Growth ETF and related companies with MarketBeat.com's FREE daily email newsletter.