Empirical Financial Services LLC d.b.a. Empirical Wealth Management lifted its holdings in shares of Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG – Free Report) by 323.1% in the fourth quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 81,647 shares of the company’s stock after buying an additional 62,348 shares during the period. Empirical Financial Services LLC d.b.a. Empirical Wealth Management’s holdings in Schwab U.S. Large-Cap Growth ETF were worth $2,276,000 at the end of the most recent reporting period.
A number of other institutional investors have also modified their holdings of the business. Boyce & Associates Wealth Consulting Inc. boosted its holdings in shares of Schwab U.S. Large-Cap Growth ETF by 2.2% in the third quarter. Boyce & Associates Wealth Consulting Inc. now owns 5,080 shares of the company’s stock valued at $529,000 after acquiring an additional 109 shares in the last quarter. Evanson Asset Management LLC lifted its position in shares of Schwab U.S. Large-Cap Growth ETF by 10.2% in the 3rd quarter. Evanson Asset Management LLC now owns 3,023 shares of the company’s stock valued at $315,000 after acquiring an additional 280 shares in the last quarter. KCM Investment Advisors LLC lifted its position in shares of Schwab U.S. Large-Cap Growth ETF by 4.6% in the 3rd quarter. KCM Investment Advisors LLC now owns 8,324 shares of the company’s stock valued at $867,000 after acquiring an additional 368 shares in the last quarter. Warner Financial Inc. lifted its position in shares of Schwab U.S. Large-Cap Growth ETF by 0.6% in the 3rd quarter. Warner Financial Inc. now owns 63,361 shares of the company’s stock valued at $6,601,000 after acquiring an additional 376 shares in the last quarter. Finally, Pathway Financial Advisers LLC lifted its position in shares of Schwab U.S. Large-Cap Growth ETF by 41.2% in the 2nd quarter. Pathway Financial Advisers LLC now owns 1,326 shares of the company’s stock valued at $133,000 after acquiring an additional 387 shares in the last quarter.
Schwab U.S. Large-Cap Growth ETF Stock Down 2.9 %
SCHG stock opened at $28.05 on Tuesday. Schwab U.S. Large-Cap Growth ETF has a 12-month low of $21.27 and a 12-month high of $29.14. The company has a market cap of $8.20 billion, a price-to-earnings ratio of 39.82 and a beta of 1.25. The company has a 50 day moving average of $28.21 and a two-hundred day moving average of $26.54.
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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