Lloyd Advisory Services LLC. grew its holdings in shares of Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG – Free Report) by 304.6% in the 4th quarter, Holdings Channel.com reports. The institutional investor owned 66,760 shares of the company’s stock after purchasing an additional 50,258 shares during the period. Schwab U.S. Large-Cap Growth ETF comprises 0.9% of Lloyd Advisory Services LLC.’s investment portfolio, making the stock its 20th largest holding. Lloyd Advisory Services LLC.’s holdings in Schwab U.S. Large-Cap Growth ETF were worth $1,861,000 as of its most recent SEC filing.
Other large investors also recently made changes to their positions in the company. Carnegie Investment Counsel increased its holdings in Schwab U.S. Large-Cap Growth ETF by 293.5% in the 4th 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 grew its stake in shares of Schwab U.S. Large-Cap Growth ETF by 300.2% in the fourth quarter. HighMark Wealth Management LLC now owns 2,045 shares of the company’s stock valued at $57,000 after buying an additional 1,534 shares in the last quarter. Summit Wealth & Retirement Planning Inc. grew its stake in shares of Schwab U.S. Large-Cap Growth ETF by 292.7% in the fourth quarter. Summit Wealth & Retirement Planning Inc. now owns 1,532,498 shares of the company’s stock valued at $42,711,000 after buying an additional 1,142,247 shares in the last quarter. Burney Co. raised its holdings in shares of Schwab U.S. Large-Cap Growth ETF by 117.9% during the 4th quarter. Burney Co. now owns 11,668 shares of the company’s stock valued at $325,000 after buying an additional 6,313 shares during the period. Finally, Kingsview Wealth Management LLC lifted its position in Schwab U.S. Large-Cap Growth ETF by 363.6% during the 4th quarter. Kingsview Wealth Management LLC now owns 421,641 shares of the company’s stock worth $11,751,000 after acquiring an additional 330,686 shares in the last quarter.
Schwab U.S. Large-Cap Growth ETF Stock Down 2.5 %
NYSEARCA SCHG opened at $28.01 on Friday. The stock has a market cap of $8.19 billion, a PE ratio of 39.82 and a beta of 1.25. The business has a 50 day moving average price of $28.45 and a two-hundred day moving average price of $26.98. Schwab U.S. Large-Cap Growth ETF has a fifty-two week low of $21.68 and a fifty-two week high of $29.14.
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.
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