Vestwell Advisors LLC Boosts Stock Position in Schwab U.S. Large-Cap Growth ETF $SCHG

by · The Markets Daily

Vestwell Advisors LLC lifted its position in shares of Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHGFree Report) by 6.8% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 1,247,892 shares of the company’s stock after buying an additional 79,342 shares during the quarter. Schwab U.S. Large-Cap Growth ETF makes up 6.0% of Vestwell Advisors LLC’s holdings, making the stock its 5th largest holding. Vestwell Advisors LLC owned about 0.08% of Schwab U.S. Large-Cap Growth ETF worth $40,706,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors have also made changes to their positions in the company. Bessemer Group Inc. bought a new position in shares of Schwab U.S. Large-Cap Growth ETF during the 3rd quarter worth $31,000. Cary Street Partners Investment Advisory LLC grew its position in shares of Schwab U.S. Large-Cap Growth ETF by 1,922.6% during the 4th quarter. Cary Street Partners Investment Advisory LLC now owns 1,072 shares of the company’s stock worth $35,000 after buying an additional 1,019 shares in the last quarter. Manning & Napier Advisors LLC bought a new position in shares of Schwab U.S. Large-Cap Growth ETF during the 4th quarter worth $49,000. Kingdom Financial Group LLC. bought a new position in shares of Schwab U.S. Large-Cap Growth ETF during the 4th quarter worth $49,000. Finally, REAP Financial Group LLC grew its position in shares of Schwab U.S. Large-Cap Growth ETF by 70.8% during the 4th quarter. REAP Financial Group LLC now owns 1,520 shares of the company’s stock worth $50,000 after buying an additional 630 shares in the last quarter.

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

SCHG opened at $33.42 on Monday. Schwab U.S. Large-Cap Growth ETF has a 12-month low of $27.68 and a 12-month high of $35.42. The business’s fifty day simple moving average is $33.10 and its 200-day simple moving average is $32.11. The company has a market capitalization of $56.49 billion, a price-to-earnings ratio of 34.24 and a beta of 1.19.

Schwab U.S. Large-Cap Growth ETF Profile

(Free Report)

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. Large-Cap Growth Total Stock Market Index includes the components ranked 1-750 by full market capitalization and that are classified as growth. The Index is a float-adjusted market capitalization weighted index.

See Also

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