Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG) Stake Lifted by Financial Synergies Wealth Advisors Inc.

Financial Synergies Wealth Advisors Inc. raised its position in shares of Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG) by 297.7% in the fourth quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 1,235,506 shares of the company’s stock after purchasing an additional 924,872 shares during the period. Schwab U.S. Large-Cap Growth ETF comprises 4.3% of Financial Synergies Wealth Advisors Inc.’s portfolio, making the stock its 8th biggest position. Financial Synergies Wealth Advisors Inc.’s holdings in Schwab U.S. Large-Cap Growth ETF were worth $34,434,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors have also made changes to their positions in the company. KCM Investment Advisors LLC grew its holdings in Schwab U.S. Large-Cap Growth ETF by 4.6% during the 3rd quarter. KCM Investment Advisors LLC now owns 8,324 shares of the company’s stock worth $867,000 after acquiring an additional 368 shares in the last quarter. Warner Financial Inc. boosted its stake in shares of Schwab U.S. Large-Cap Growth ETF by 0.6% during the third quarter. Warner Financial Inc. now owns 63,361 shares of the company’s stock valued at $6,601,000 after purchasing an additional 376 shares in the last quarter. Patrick M Sweeney & Associates Inc. increased its holdings in Schwab U.S. Large-Cap Growth ETF by 14.1% during the third quarter. Patrick M Sweeney & Associates Inc. now owns 3,138 shares of the company’s stock valued at $327,000 after buying an additional 388 shares during the period. TFB Advisors LLC raised its stake in Schwab U.S. Large-Cap Growth ETF by 7.2% in the third quarter. TFB Advisors LLC now owns 5,767 shares of the company’s stock worth $601,000 after buying an additional 388 shares in the last quarter. Finally, Investors Research Corp lifted its holdings in Schwab U.S. Large-Cap Growth ETF by 3.4% during the third quarter. Investors Research Corp now owns 12,042 shares of the company’s stock worth $1,255,000 after buying an additional 398 shares during the period.

Schwab U.S. Large-Cap Growth ETF Trading Up 0.5 %

Shares of NYSEARCA:SCHG opened at $28.73 on Friday. The company has a market capitalization of $8.40 billion, a PE 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. The business’s fifty day simple moving average is $28.36 and its 200-day simple moving average is $26.69.

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.