Elser Financial Planning Inc grew its holdings in Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG – Free Report) by 300.0% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 21,184 shares of the company’s stock after acquiring an additional 15,888 shares during the period. Elser Financial Planning Inc’s holdings in Schwab U.S. Large-Cap Growth ETF were worth $590,000 at the end of the most recent quarter.
Several other large investors have also made changes to their positions in SCHG. Koshinski Asset Management Inc. boosted its holdings in shares of Schwab U.S. Large-Cap Growth ETF by 1.8% in the 3rd quarter. Koshinski Asset Management Inc. now owns 482,350 shares of the company’s stock valued at $50,251,000 after acquiring an additional 8,486 shares during the last quarter. CVA Family Office LLC lifted its stake in shares of Schwab U.S. Large-Cap Growth ETF by 33.3% in the 3rd quarter. CVA Family Office LLC now owns 28,093 shares of the company’s stock valued at $2,927,000 after purchasing an additional 7,020 shares during the period. VitalStone Financial LLC lifted its stake in shares of Schwab U.S. Large-Cap Growth ETF by 178.1% in the 3rd quarter. VitalStone Financial LLC now owns 1,257 shares of the company’s stock valued at $131,000 after purchasing an additional 805 shares during the period. Accelerate Investment Advisors LLC acquired a new position in shares of Schwab U.S. Large-Cap Growth ETF in the 3rd quarter valued at $584,000. Finally, Fiduciary Alliance LLC lifted its stake in shares of Schwab U.S. Large-Cap Growth ETF by 15.7% in the 3rd quarter. Fiduciary Alliance LLC now owns 91,142 shares of the company’s stock valued at $9,495,000 after purchasing an additional 12,380 shares during the period.
Schwab U.S. Large-Cap Growth ETF Price Performance
SCHG opened at $28.42 on Monday. The firm has a fifty day moving average price of $28.40 and a 200 day moving average price of $26.73. Schwab U.S. Large-Cap Growth ETF has a 1 year low of $21.68 and a 1 year high of $29.14. The stock has a market cap of $8.31 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.
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