Tempus Wealth Planning LLC grew its holdings in shares of Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG – Free Report) by 296.3% in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 113,252 shares of the company’s stock after acquiring an additional 84,674 shares during the period. Schwab U.S. Large-Cap Growth ETF comprises about 1.0% of Tempus Wealth Planning LLC’s investment portfolio, making the stock its 24th biggest holding. Tempus Wealth Planning LLC’s holdings in Schwab U.S. Large-Cap Growth ETF were worth $3,156,000 at the end of the most recent quarter.
Other hedge funds and other institutional investors have also modified their holdings of the company. Mokosak Advisory Group LLC grew its holdings in Schwab U.S. Large-Cap Growth ETF by 293.4% during the 4th quarter. Mokosak Advisory Group LLC now owns 1,251,633 shares of the company’s stock worth $34,884,000 after acquiring an additional 933,503 shares in the last quarter. RBA Wealth Management LLC grew its position in shares of Schwab U.S. Large-Cap Growth ETF by 284.1% in the 4th quarter. RBA Wealth Management LLC now owns 21,415 shares of the company’s stock worth $597,000 after acquiring an additional 15,840 shares in the last quarter. Columbus Macro LLC boosted its holdings in Schwab U.S. Large-Cap Growth ETF by 3,136.9% in the fourth quarter. Columbus Macro LLC now owns 69,723 shares of the company’s stock worth $1,943,000 after purchasing an additional 67,569 shares during the period. Clay Northam Wealth Management LLC increased its stake in Schwab U.S. Large-Cap Growth ETF by 296.8% during the fourth quarter. Clay Northam Wealth Management LLC now owns 488,599 shares of the company’s stock valued at $13,617,000 after purchasing an additional 365,465 shares during the last quarter. Finally, Marshall Financial Group Inc. ADV raised its holdings in shares of Schwab U.S. Large-Cap Growth ETF by 290.7% during the fourth quarter. Marshall Financial Group Inc. ADV now owns 1,157,218 shares of the company’s stock worth $32,252,000 after purchasing an additional 861,050 shares during the period.
Schwab U.S. Large-Cap Growth ETF Stock Performance
NYSEARCA SCHG opened at $28.16 on Tuesday. The firm has a market capitalization of $8.24 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 $21.68 and a one year high of $29.14. The company has a 50-day simple moving average of $28.31 and a 200-day simple moving average of $26.63.
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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