Wealthspire Advisors LLC Boosts Holdings in Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG)

Wealthspire Advisors LLC increased its holdings in Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG) by 320.5% during the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 92,850 shares of the company’s stock after purchasing an additional 70,767 shares during the period. Wealthspire Advisors LLC’s holdings in Schwab U.S. Large-Cap Growth ETF were worth $2,588,000 as of its most recent SEC filing.

Other large investors 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 worth $448,000 after purchasing an additional 11,980 shares in the last quarter. HighMark Wealth Management LLC lifted its holdings in Schwab U.S. Large-Cap Growth ETF by 300.2% in the 4th quarter. HighMark Wealth Management LLC now owns 2,045 shares of the company’s stock worth $57,000 after purchasing an additional 1,534 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 worth $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 worth $325,000 after purchasing an additional 6,313 shares in the last quarter. Finally, 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 worth $11,751,000 after purchasing an additional 330,686 shares in the last quarter.

Schwab U.S. Large-Cap Growth ETF Trading Down 2.5 %

NYSEARCA SCHG opened at $28.01 on Monday. The stock’s 50 day moving average is $28.44 and its 200 day moving average is $27.07. Schwab U.S. Large-Cap Growth ETF has a 12 month low of $21.68 and a 12 month high of $29.14. The stock has a market cap of $8.19 billion, a PE ratio of 39.82 and a beta of 1.25.

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.