Goldstein Advisors LLC Boosts Stake in Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG)

Goldstein Advisors LLC raised its holdings in shares of Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG) by 287.7% in the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 26,962 shares of the company’s stock after buying an additional 20,008 shares during the quarter. Goldstein Advisors LLC’s holdings in Schwab U.S. Large-Cap Growth ETF were worth $751,000 as of its most recent filing with the Securities & Exchange Commission.

Several other hedge funds and other institutional investors have also added to or reduced their stakes in the business. Avior Wealth Management LLC grew its position in Schwab U.S. Large-Cap Growth ETF by 212.0% during the fourth quarter. Avior Wealth Management LLC now owns 122,726 shares of the company’s stock worth $3,420,000 after buying an additional 83,391 shares in the last quarter. Peterson Wealth Advisors LLC purchased a new position in Schwab U.S. Large-Cap Growth ETF during the fourth quarter worth about $334,000. MinichMacGregor Wealth Management LLC grew its position in Schwab U.S. Large-Cap Growth ETF by 291.2% during the fourth quarter. MinichMacGregor Wealth Management LLC now owns 1,313,142 shares of the company’s stock worth $36,597,000 after buying an additional 977,440 shares in the last quarter. D.B. Root & Company LLC grew its position in Schwab U.S. Large-Cap Growth ETF by 326.5% during the fourth quarter. D.B. Root & Company LLC now owns 231,594 shares of the company’s stock worth $6,455,000 after buying an additional 177,295 shares in the last quarter. Finally, Mutual Advisors LLC lifted its stake in Schwab U.S. Large-Cap Growth ETF by 1.0% during the fourth quarter. Mutual Advisors LLC now owns 646,228 shares of the company’s stock worth $18,043,000 after purchasing an additional 6,687 shares during the last quarter.

Schwab U.S. Large-Cap Growth ETF Stock Up 1.4 %

Shares of SCHG stock opened at $28.88 on Thursday. The business has a 50-day moving average price of $28.11 and a two-hundred day moving average price of $26.48. Schwab U.S. Large-Cap Growth ETF has a 12-month low of $21.27 and a 12-month high of $29.14. The firm has a market cap of $8.45 billion, a P/E ratio of 39.82 and a beta of 1.25.

Schwab U.S. Large-Cap Growth ETF Company 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.