Heritage Wealth Management Inc. CA Has $11.87 Million Stock Position in Schwab U.S. Large-Cap Growth ETF $SCHG

Heritage Wealth Management Inc. CA trimmed its stake in Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG) by 4.7% during the 3rd quarter, HoldingsChannel.com reports. The firm owned 371,903 shares of the company’s stock after selling 18,393 shares during the period. Schwab U.S. Large-Cap Growth ETF accounts for about 7.9% of Heritage Wealth Management Inc. CA’s holdings, making the stock its 2nd largest position. Heritage Wealth Management Inc. CA’s holdings in Schwab U.S. Large-Cap Growth ETF were worth $11,867,000 as of its most recent SEC filing.

A number of other large investors have also made changes to their positions in the stock. Crews Bank & Trust bought a new stake in shares of Schwab U.S. Large-Cap Growth ETF in the 3rd quarter worth approximately $25,000. Westfuller Advisors LLC acquired a new position in Schwab U.S. Large-Cap Growth ETF during the third quarter worth $26,000. Mid American Wealth Advisory Group Inc. acquired a new position in Schwab U.S. Large-Cap Growth ETF during the second quarter worth $26,000. Bessemer Group Inc. bought a new position in shares of Schwab U.S. Large-Cap Growth ETF during the third quarter valued at $31,000. Finally, Atlantic Union Bankshares Corp acquired a new stake in shares of Schwab U.S. Large-Cap Growth ETF in the 2nd quarter valued at $29,000.

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

SCHG opened at $31.11 on Friday. The firm has a market cap of $50.92 billion, a price-to-earnings ratio of 34.24 and a beta of 1.15. The firm’s 50-day simple moving average is $32.48 and its 200-day simple moving average is $31.85. Schwab U.S. Large-Cap Growth ETF has a twelve month low of $21.37 and a twelve month high of $33.74.

About Schwab U.S. Large-Cap Growth ETF

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.