Access Financial Services Inc. grew its position in Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG – Free Report) by 300.0% during the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 14,480 shares of the company’s stock after purchasing an additional 10,860 shares during the quarter. Access Financial Services Inc.’s holdings in Schwab U.S. Large-Cap Growth ETF were worth $404,000 as of its most recent SEC filing.
A number of other institutional investors also recently modified their holdings of the company. Oldfather Financial Services LLC raised its position in shares of Schwab U.S. Large-Cap Growth ETF by 300.0% in the fourth quarter. Oldfather Financial Services LLC now owns 11,537 shares of the company’s stock valued at $322,000 after purchasing an additional 8,653 shares during the period. Thrive Wealth Management LLC grew its stake in shares of Schwab U.S. Large-Cap Growth ETF by 300.4% in the fourth quarter. Thrive Wealth Management LLC now owns 5,128,931 shares of the company’s stock worth $142,943,000 after acquiring an additional 3,848,061 shares during the last quarter. Ironwood Financial llc grew its stake in shares of Schwab U.S. Large-Cap Growth ETF by 306.5% in the fourth quarter. Ironwood Financial llc now owns 17,143 shares of the company’s stock worth $478,000 after acquiring an additional 12,926 shares during the last quarter. Scott Capital Advisors LLC grew its stake in shares of Schwab U.S. Large-Cap Growth ETF by 303.9% in the fourth quarter. Scott Capital Advisors LLC now owns 88,864 shares of the company’s stock worth $2,455,000 after acquiring an additional 66,862 shares during the last quarter. Finally, Diversify Wealth Management LLC grew its stake in shares of Schwab U.S. Large-Cap Growth ETF by 2.2% in the fourth quarter. Diversify Wealth Management LLC now owns 153,141 shares of the company’s stock worth $4,244,000 after acquiring an additional 3,350 shares during the last quarter.
Schwab U.S. Large-Cap Growth ETF Trading Up 1.3 %
Shares of Schwab U.S. Large-Cap Growth ETF stock opened at $28.29 on Monday. The company’s fifty day simple moving average is $28.09 and its 200-day simple moving average is $26.45. The company has a market cap of $8.27 billion, a price-to-earnings ratio of 39.82 and a beta of 1.25. Schwab U.S. Large-Cap Growth ETF has a 1 year low of $20.85 and a 1 year high of $29.14.
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.
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