Fingerlakes Wealth Management Inc. raised its position in Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG – Free Report) by 22.1% during the 2nd quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 27,595 shares of the company’s stock after purchasing an additional 5,003 shares during the quarter. Schwab U.S. Large-Cap Growth ETF comprises approximately 2.5% of Fingerlakes Wealth Management Inc.’s investment portfolio, making the stock its 9th biggest holding. Fingerlakes Wealth Management Inc.’s holdings in Schwab U.S. Large-Cap Growth ETF were worth $2,783,000 at the end of the most recent quarter.
Other hedge funds also recently made changes to their positions in the company. Steward Partners Investment Advisory LLC raised its stake in Schwab U.S. Large-Cap Growth ETF by 6.2% during the 4th quarter. Steward Partners Investment Advisory LLC now owns 13,070 shares of the company’s stock valued at $1,084,000 after acquiring an additional 762 shares in the last quarter. Able Wealth Management LLC bought a new position in Schwab U.S. Large-Cap Growth ETF in the 4th quarter valued at about $50,000. Rollins Financial increased its stake in Schwab U.S. Large-Cap Growth ETF by 37.1% during the 4th quarter. Rollins Financial now owns 316,406 shares of the company’s stock valued at $26,249,000 after buying an additional 85,602 shares during the period. SteelPeak Wealth LLC bought a new stake in shares of Schwab U.S. Large-Cap Growth ETF during the 1st quarter worth about $211,000. Finally, Accel Wealth Management acquired a new stake in shares of Schwab U.S. Large-Cap Growth ETF in the 1st quarter worth approximately $269,000.
Schwab U.S. Large-Cap Growth ETF Price Performance
NYSEARCA SCHG opened at $100.24 on Thursday. Schwab U.S. Large-Cap Growth ETF has a 12 month low of $69.78 and a 12 month high of $105.74. The firm has a market capitalization of $29.32 billion, a PE ratio of 39.82 and a beta of 1.25. The company’s 50 day simple moving average is $100.04 and its 200 day simple moving average is $96.13.
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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