Truepoint Inc. lifted its position in Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG – Free Report) by 340.5% in the 4th quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 21,847 shares of the company’s stock after acquiring an additional 16,887 shares during the quarter. Truepoint Inc.’s holdings in Schwab U.S. Large-Cap Growth ETF were worth $609,000 as of its most recent filing with the SEC.
A number of other hedge funds and other institutional investors have also recently added to or reduced their stakes in SCHG. Carnegie Investment Counsel lifted its holdings in shares of Schwab U.S. Large-Cap Growth ETF by 293.5% in the fourth quarter. Carnegie Investment Counsel now owns 16,062 shares of the company’s stock valued at $448,000 after purchasing an additional 11,980 shares in the last quarter. HighMark Wealth Management LLC lifted its stake in Schwab U.S. Large-Cap Growth ETF by 300.2% in the 4th quarter. HighMark Wealth Management LLC now owns 2,045 shares of the company’s stock worth $57,000 after acquiring an additional 1,534 shares in the last quarter. Jones Financial Companies Lllp boosted its position in Schwab U.S. Large-Cap Growth ETF by 758.6% during the 4th quarter. Jones Financial Companies Lllp now owns 301,293 shares of the company’s stock worth $8,397,000 after acquiring an additional 266,200 shares during the period. Summit Wealth & Retirement Planning Inc. grew its stake in Schwab U.S. Large-Cap Growth ETF by 292.7% during the 4th quarter. Summit Wealth & Retirement Planning Inc. now owns 1,532,498 shares of the company’s stock valued at $42,711,000 after acquiring an additional 1,142,247 shares in the last quarter. Finally, Burney Co. increased its holdings in shares of Schwab U.S. Large-Cap Growth ETF by 117.9% in the 4th quarter. Burney Co. now owns 11,668 shares of the company’s stock valued at $325,000 after purchasing an additional 6,313 shares during the period.
Schwab U.S. Large-Cap Growth ETF Price Performance
NYSEARCA SCHG opened at $25.54 on Friday. The company has a 50 day simple moving average of $27.59 and a 200-day simple moving average of $27.19. Schwab U.S. Large-Cap Growth ETF has a 52-week low of $21.68 and a 52-week high of $29.14. The firm has a market capitalization of $35.25 billion, a price-to-earnings ratio of 31.74 and a beta of 1.13.
Schwab U.S. Large-Cap Growth ETF 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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