Koshinski Asset Management Inc. acquired a new stake in Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG – Free Report) during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor acquired 2,106,262 shares of the company’s stock, valued at approximately $68,706,000. Schwab U.S. Large-Cap Growth ETF accounts for approximately 4.4% of Koshinski Asset Management Inc.’s investment portfolio, making the stock its largest position. Koshinski Asset Management Inc. owned approximately 0.13% of Schwab U.S. Large-Cap Growth ETF at the end of the most recent quarter.
A number of other institutional investors and hedge funds have also recently modified their holdings of SCHG. Flagship Wealth Advisors LLC grew its position in Schwab U.S. Large-Cap Growth ETF by 50.5% during the 3rd quarter. Flagship Wealth Advisors LLC now owns 203,727 shares of the company’s stock worth $6,501,000 after purchasing an additional 68,389 shares during the period. Fortis Capital Advisors LLC raised its position in Schwab U.S. Large-Cap Growth ETF by 1.8% during the third quarter. Fortis Capital Advisors LLC now owns 1,016,583 shares of the company’s stock valued at $32,439,000 after acquiring an additional 17,522 shares in the last quarter. D.B. Root & Company LLC lifted its stake in shares of Schwab U.S. Large-Cap Growth ETF by 10.9% in the 3rd quarter. D.B. Root & Company LLC now owns 243,695 shares of the company’s stock valued at $7,776,000 after purchasing an additional 23,865 shares during the period. Fingerlakes Wealth Management Inc. lifted its stake in shares of Schwab U.S. Large-Cap Growth ETF by 11.9% in the 3rd quarter. Fingerlakes Wealth Management Inc. now owns 218,248 shares of the company’s stock valued at $6,964,000 after purchasing an additional 23,155 shares during the period. Finally, B. Riley Wealth Advisors Inc. boosted its holdings in Schwab U.S. Large-Cap Growth ETF by 44.1% during the third quarter. B. Riley Wealth Advisors Inc. now owns 108,307 shares of the company’s stock worth $3,456,000 after buying an additional 33,155 shares in the last quarter.
Schwab U.S. Large-Cap Growth ETF Stock Performance
SCHG stock opened at $33.89 on Friday. Schwab U.S. Large-Cap Growth ETF has a one year low of $25.79 and a one year high of $34.16. The firm’s fifty day moving average is $30.91 and its 200 day moving average is $31.80. The firm has a market cap of $57.28 billion, a PE ratio of 34.24 and a beta of 1.19.
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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