Waterford Advisors LLC grew its holdings in Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG – Free Report) by 1,073.6% in the 4th quarter, HoldingsChannel reports. The firm owned 147,643 shares of the company’s stock after purchasing an additional 135,063 shares during the quarter. Schwab U.S. Large-Cap Growth ETF makes up 1.9% of Waterford Advisors LLC’s holdings, making the stock its 11th biggest holding. Waterford Advisors LLC’s holdings in Schwab U.S. Large-Cap Growth ETF were worth $4,816,000 as of its most recent filing with the SEC.
Several other large investors have also recently added to or reduced their stakes in SCHG. Mcguire Capital Advisors Inc. purchased a new stake in shares of Schwab U.S. Large-Cap Growth ETF during the fourth quarter worth $49,000. WealthPoint Financial LLC purchased a new position in Schwab U.S. Large-Cap Growth ETF in the fourth quarter valued at $2,406,000. Van Diest Capital LLC purchased a new position in Schwab U.S. Large-Cap Growth ETF in the fourth quarter valued at $299,000. Michels Family Financial LLC grew its stake in Schwab U.S. Large-Cap Growth ETF by 4.3% during the 4th quarter. Michels Family Financial LLC now owns 74,912 shares of the company’s stock worth $2,444,000 after purchasing an additional 3,089 shares in the last quarter. Finally, Axxcess Wealth Management LLC grew its stake in Schwab U.S. Large-Cap Growth ETF by 4.3% during the 4th quarter. Axxcess Wealth Management LLC now owns 63,988 shares of the company’s stock worth $2,087,000 after purchasing an additional 2,641 shares in the last quarter.
Schwab U.S. Large-Cap Growth ETF Price Performance
Shares of NYSEARCA SCHG opened at $33.90 on Friday. The company has a market cap of $57.30 billion, a price-to-earnings ratio of 34.24 and a beta of 1.19. The stock’s 50-day moving average is $33.45 and its two-hundred day moving average is $32.15. Schwab U.S. Large-Cap Growth ETF has a 1-year low of $27.68 and a 1-year high of $35.42.
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.
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