Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG) Stock Position Lifted by Heirloom Wealth Management

Heirloom Wealth Management boosted its stake in Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG) by 263.3% in the fourth quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 94,022 shares of the company’s stock after buying an additional 68,141 shares during the quarter. Schwab U.S. Large-Cap Growth ETF makes up about 0.8% of Heirloom Wealth Management’s holdings, making the stock its 24th biggest position. Heirloom Wealth Management’s holdings in Schwab U.S. Large-Cap Growth ETF were worth $2,620,000 as of its most recent filing with the Securities & Exchange Commission.

Other institutional investors also recently modified their holdings of the company. Koshinski Asset Management Inc. lifted its position in shares of 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 buying an additional 1,563,337,456 shares during the last quarter. Thrive Wealth Management LLC lifted its holdings in Schwab U.S. Large-Cap Growth ETF by 300.4% in the 4th 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 during the last quarter. Marquette Asset Management LLC boosted its position in Schwab U.S. Large-Cap Growth ETF by 310.6% during the fourth quarter. Marquette Asset Management LLC now owns 4,028,428 shares of the company’s stock worth $112,272,000 after purchasing an additional 3,047,202 shares during the period. Financial Advisors LLC lifted its stake in shares of Schwab U.S. Large-Cap Growth ETF by 284.9% in the fourth quarter. Financial Advisors LLC now owns 3,187,865 shares of the company’s stock worth $88,846,000 after buying an additional 2,359,538 shares during the last quarter. Finally, Krilogy Financial LLC boosted its holdings in shares of Schwab U.S. Large-Cap Growth ETF by 283.0% during the 4th quarter. Krilogy Financial LLC now owns 2,821,392 shares of the company’s stock worth $78,632,000 after buying an additional 2,084,657 shares during the period.

Schwab U.S. Large-Cap Growth ETF Price Performance

Shares of SCHG opened at $28.90 on Monday. The company has a market capitalization of $8.45 billion, a PE ratio of 39.82 and a beta of 1.25. Schwab U.S. Large-Cap Growth ETF has a one year low of $21.27 and a one year high of $29.14. The company’s fifty day moving average price is $28.21 and its 200 day moving average price is $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.