Jamison Private Wealth Management Inc. boosted its position in Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG – Free Report) by 426.2% in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 11,493 shares of the company’s stock after purchasing an additional 9,309 shares during the quarter. Jamison Private Wealth Management Inc.’s holdings in Schwab U.S. Large-Cap Growth ETF were worth $320,000 at the end of the most recent quarter.
A number of other institutional investors have also added to or reduced their stakes in the company. Koshinski Asset Management Inc. raised its holdings in Schwab U.S. Large-Cap Growth ETF by 324,108.5% in the fourth quarter. Koshinski Asset Management Inc. now owns 1,563,819,806 shares of the company’s stock worth $43,583,658,000 after purchasing an additional 1,563,337,456 shares in the last quarter. Mather Group LLC. increased its holdings in shares of Schwab U.S. Large-Cap Growth ETF by 7.5% during the third quarter. Mather Group LLC. now owns 9,764,967 shares of the company’s stock valued at $1,017,314,000 after acquiring an additional 684,827 shares in the last quarter. Sei Investments Co. increased its holdings in shares of Schwab U.S. Large-Cap Growth ETF by 5.0% during the third quarter. Sei Investments Co. now owns 9,556,995 shares of the company’s stock valued at $995,648,000 after acquiring an additional 452,814 shares in the last quarter. Thrive Wealth Management LLC increased its holdings in shares of 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 valued at $142,943,000 after acquiring an additional 3,848,061 shares in the last quarter. Finally, LPL Financial LLC increased its holdings in shares of 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 valued at $447,271,000 after acquiring an additional 465,306 shares in the last quarter.
Schwab U.S. Large-Cap Growth ETF Price Performance
Shares of NYSEARCA:SCHG opened at $28.90 on Monday. Schwab U.S. Large-Cap Growth ETF has a 1-year low of $21.27 and a 1-year high of $29.14. The business has a fifty day moving average price of $28.21 and a 200-day moving average price of $26.54. The company has a market capitalization of $8.45 billion, a PE 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.
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