Crestwood Advisors Group LLC Makes New $201,000 Investment in Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG)

Crestwood Advisors Group LLC acquired a new position in Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG) in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor acquired 7,196 shares of the company’s stock, valued at approximately $201,000.

Other institutional investors have also added to or reduced their stakes in the company. Carnegie Investment Counsel grew its position 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 worth $448,000 after purchasing an additional 11,980 shares in the last quarter. HighMark Wealth Management LLC grew its position in shares of Schwab U.S. Large-Cap Growth ETF by 300.2% during the 4th quarter. HighMark Wealth Management LLC now owns 2,045 shares of the company’s stock valued at $57,000 after acquiring an additional 1,534 shares during the period. Summit Wealth & Retirement Planning Inc. grew its position in shares of Schwab U.S. Large-Cap Growth ETF by 292.7% during the 4th quarter. Summit Wealth & Retirement Planning Inc. now owns 1,532,498 shares of the company’s stock valued at $42,711,000 after acquiring an additional 1,142,247 shares during the period. Burney Co. grew its position 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 acquiring an additional 6,313 shares during the period. Finally, Kingsview Wealth Management LLC grew its position in shares of 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 valued at $11,751,000 after acquiring an additional 330,686 shares during the period.

Schwab U.S. Large-Cap Growth ETF Stock Up 0.4 %

Schwab U.S. Large-Cap Growth ETF stock opened at $27.50 on Thursday. Schwab U.S. Large-Cap Growth ETF has a twelve month low of $21.68 and a twelve month high of $29.14. The firm has a 50 day moving average price of $28.37 and a 200-day moving average price of $27.12. The company has a market capitalization of $37.95 billion, a P/E ratio of 36.44 and a beta of 1.11.

Schwab U.S. Large-Cap Growth ETF Company 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.