Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG) Stake Raised by Heirloom Wealth Management

Heirloom Wealth Management grew its holdings in shares of Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG) by 263.3% in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 94,022 shares of the company’s stock after purchasing an additional 68,141 shares during the period. Schwab U.S. Large-Cap Growth ETF makes up 0.8% of Heirloom Wealth Management’s portfolio, making the stock its 24th biggest holding. Heirloom Wealth Management’s holdings in Schwab U.S. Large-Cap Growth ETF were worth $2,620,000 as of its most recent SEC filing.

Several other hedge funds also recently made changes to their positions in the business. Koshinski Asset Management Inc. raised its holdings in Schwab U.S. Large-Cap Growth ETF by 324,108.5% during the 4th quarter. Koshinski Asset Management Inc. now owns 1,563,819,806 shares of the company’s stock worth $43,583,658,000 after buying an additional 1,563,337,456 shares during the period. Mather Group LLC. increased its position in shares of Schwab U.S. Large-Cap Growth ETF by 7.5% in the third quarter. Mather Group LLC. now owns 9,764,967 shares of the company’s stock worth $1,017,314,000 after acquiring an additional 684,827 shares in the last quarter. Sei Investments Co. raised its holdings in shares of Schwab U.S. Large-Cap Growth ETF by 5.0% during the third quarter. Sei Investments Co. now owns 9,556,995 shares of the company’s stock valued at $995,648,000 after acquiring an additional 452,814 shares during the period. Thrive Wealth Management LLC lifted its position in shares of Schwab U.S. Large-Cap Growth ETF by 300.4% in the 4th quarter. Thrive Wealth Management LLC now owns 5,128,931 shares of the company’s stock valued at $142,943,000 after acquiring an additional 3,848,061 shares in the last quarter. Finally, LPL Financial LLC boosted its stake in Schwab U.S. Large-Cap Growth ETF by 12.2% in the 3rd quarter. LPL Financial LLC now owns 4,293,248 shares of the company’s stock worth $447,271,000 after purchasing an additional 465,306 shares during the period.

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

Shares of NYSEARCA:SCHG opened at $28.90 on Monday. The company’s fifty day moving average is $28.21 and its two-hundred day moving average is $26.54. The company has a market cap of $8.45 billion, a P/E ratio of 39.82 and a beta of 1.25. Schwab U.S. Large-Cap Growth ETF has a 12-month low of $21.27 and a 12-month 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.