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

Heirloom Wealth Management grew its position in shares of Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG) by 1.8% in the 4th quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 28,210 shares of the company’s stock after acquiring an additional 503 shares during the quarter. Schwab U.S. Large-Cap Growth ETF comprises about 0.9% of Heirloom Wealth Management’s investment portfolio, making the stock its 22nd largest holding. Heirloom Wealth Management’s holdings in Schwab U.S. Large-Cap Growth ETF were worth $2,340,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors also recently modified their holdings of the company. Lederer & Associates Investment Counsel CA raised its stake in shares of Schwab U.S. Large-Cap Growth ETF by 1.7% during the fourth quarter. Lederer & Associates Investment Counsel CA now owns 7,840 shares of the company’s stock valued at $650,000 after purchasing an additional 129 shares in the last quarter. SignalPoint Asset Management LLC raised its stake in shares of Schwab U.S. Large-Cap Growth ETF by 1.5% during the fourth quarter. SignalPoint Asset Management LLC now owns 9,418 shares of the company’s stock valued at $781,000 after purchasing an additional 142 shares in the last quarter. Crescent Sterling Ltd. raised its stake in shares of Schwab U.S. Large-Cap Growth ETF by 0.8% during the fourth quarter. Crescent Sterling Ltd. now owns 19,463 shares of the company’s stock valued at $1,615,000 after purchasing an additional 145 shares in the last quarter. Hazlett Burt & Watson Inc. raised its stake in shares of Schwab U.S. Large-Cap Growth ETF by 4.3% during the third quarter. Hazlett Burt & Watson Inc. now owns 4,044 shares of the company’s stock valued at $295,000 after purchasing an additional 168 shares in the last quarter. Finally, Greenwood Gearhart Inc. raised its stake in shares of Schwab U.S. Large-Cap Growth ETF by 3.0% during the third quarter. Greenwood Gearhart Inc. now owns 5,744 shares of the company’s stock valued at $418,000 after purchasing an additional 169 shares in the last quarter.

Schwab U.S. Large-Cap Growth ETF Price Performance

Shares of NYSEARCA SCHG traded down $1.98 during midday trading on Friday, reaching $87.04. 2,158,575 shares of the company traded hands, compared to its average volume of 1,480,218. Schwab U.S. Large-Cap Growth ETF has a 52 week low of $63.57 and a 52 week high of $93.84. The stock has a 50-day moving average price of $91.18 and a 200 day moving average price of $83.86. The company has a market cap of $25.31 billion, a price-to-earnings ratio of 41.12 and a beta of 1.25.

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.