Sun Financial Inc acquired a new position in Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG – Free Report) in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm acquired 31,818 shares of the company’s stock, valued at approximately $1,038,000.
Other large investors also recently made changes to their positions in the company. KPP Advisory Services LLC boosted its stake in Schwab U.S. Large-Cap Growth ETF by 8.6% during the 4th quarter. KPP Advisory Services LLC now owns 141,898 shares of the company’s stock valued at $4,629,000 after purchasing an additional 11,237 shares during the last quarter. Mcdonald Partners LLC lifted its position in shares of Schwab U.S. Large-Cap Growth ETF by 18.0% during the 4th quarter. Mcdonald Partners LLC now owns 8,025 shares of the company’s stock worth $262,000 after buying an additional 1,225 shares in the last quarter. Souders Financial Advisors lifted its position in shares of Schwab U.S. Large-Cap Growth ETF by 0.6% during the 4th quarter. Souders Financial Advisors now owns 673,410 shares of the company’s stock worth $21,967,000 after buying an additional 3,744 shares in the last quarter. Legacy Edge Advisors LLC bought a new position in shares of Schwab U.S. Large-Cap Growth ETF during the 4th quarter worth approximately $1,151,000. Finally, CX Institutional lifted its position in shares of Schwab U.S. Large-Cap Growth ETF by 3.5% during the 4th quarter. CX Institutional now owns 203,270 shares of the company’s stock worth $6,631,000 after buying an additional 6,785 shares in the last quarter.
Schwab U.S. Large-Cap Growth ETF Stock Performance
NYSEARCA:SCHG opened at $33.14 on Monday. The stock has a market capitalization of $56.01 billion, a PE ratio of 34.24 and a beta of 1.19. The firm’s 50 day moving average is $30.73 and its 200 day moving average is $31.76. Schwab U.S. Large-Cap Growth ETF has a 12 month low of $25.43 and a 12 month high of $33.74.
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. 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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