Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG) Shares Purchased by Walkner Condon Financial Advisors LLC

Walkner Condon Financial Advisors LLC boosted its holdings in Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG) by 299.8% during the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund owned 8,995 shares of the company’s stock after acquiring an additional 6,745 shares during the period. Walkner Condon Financial Advisors LLC’s holdings in Schwab U.S. Large-Cap Growth ETF were worth $251,000 as of its most recent filing with the Securities and Exchange Commission.

Other large investors have also recently added to or reduced their stakes in the company. Carnegie Investment Counsel lifted 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. Summit Wealth & Retirement Planning Inc. lifted its holdings in Schwab U.S. Large-Cap Growth ETF by 292.7% in 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 purchasing an additional 1,142,247 shares in the last quarter. Burney Co. lifted its holdings in Schwab U.S. Large-Cap Growth ETF by 117.9% in the 4th quarter. Burney Co. now owns 11,668 shares of the company’s stock valued at $325,000 after purchasing an additional 6,313 shares in the last quarter. Kingsview Wealth Management LLC lifted its holdings in Schwab U.S. Large-Cap Growth ETF by 363.6% in the 4th quarter. Kingsview Wealth Management LLC now owns 421,641 shares of the company’s stock valued at $11,751,000 after purchasing an additional 330,686 shares in the last quarter. Finally, Copley Financial Group Inc. purchased a new position in Schwab U.S. Large-Cap Growth ETF in the 3rd quarter valued at about $278,000.

Schwab U.S. Large-Cap Growth ETF Trading Up 0.2 %

NYSEARCA:SCHG opened at $28.94 on Friday. The firm has a market cap of $8.46 billion, a price-to-earnings ratio of 39.82 and a beta of 1.25. The company’s 50-day moving average is $28.43 and its two-hundred day moving average is $26.83. Schwab U.S. Large-Cap Growth ETF has a 12-month low of $21.68 and a 12-month high of $29.14.

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.