GoalVest Advisory LLC Increases Stake in Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG)

GoalVest Advisory LLC raised its holdings in Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG) by 300.0% in the 4th quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm owned 10,896 shares of the company’s stock after buying an additional 8,172 shares during the period. GoalVest Advisory LLC’s holdings in Schwab U.S. Large-Cap Growth ETF were worth $304,000 as of its most recent SEC filing.

Several other institutional investors have also modified their holdings of SCHG. Koshinski Asset Management Inc. lifted its holdings in Schwab U.S. Large-Cap Growth ETF by 324,108.5% during the 4th quarter. Koshinski Asset Management Inc. now owns 1,563,819,806 shares of the company’s stock worth $43,583,658,000 after buying an additional 1,563,337,456 shares during the last quarter. Mather Group LLC. boosted its holdings in Schwab U.S. Large-Cap Growth ETF by 7.5% in the third quarter. Mather Group LLC. now owns 9,764,967 shares of the company’s stock valued at $1,017,314,000 after purchasing an additional 684,827 shares in the last quarter. Sei Investments Co. increased its stake in Schwab U.S. Large-Cap Growth ETF by 5.0% in the third quarter. Sei Investments Co. now owns 9,556,995 shares of the company’s stock valued at $995,648,000 after purchasing an additional 452,814 shares during the last quarter. Thrive Wealth Management LLC raised its holdings in Schwab U.S. Large-Cap Growth ETF by 300.4% during the fourth quarter. Thrive Wealth Management LLC now owns 5,128,931 shares of the company’s stock worth $142,943,000 after purchasing an additional 3,848,061 shares in the last quarter. Finally, LPL Financial LLC raised its holdings in Schwab U.S. Large-Cap Growth ETF by 12.2% during the third quarter. LPL Financial LLC now owns 4,293,248 shares of the company’s stock worth $447,271,000 after purchasing an additional 465,306 shares in the last quarter.

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

Shares of Schwab U.S. Large-Cap Growth ETF stock opened at $28.88 on Thursday. The company has a fifty day simple moving average of $28.11 and a 200-day simple moving average 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 stock has a market cap of $8.45 billion, a price-to-earnings ratio of 39.82 and a beta of 1.25.

About Schwab U.S. Large-Cap Growth ETF

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.