D.B. Root & Company LLC Boosts Holdings in Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG)

D.B. Root & Company LLC grew its holdings in Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHGFree Report) by 326.5% in the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 231,594 shares of the company’s stock after acquiring an additional 177,295 shares during the quarter. Schwab U.S. Large-Cap Growth ETF accounts for approximately 2.1% of D.B. Root & Company LLC’s investment portfolio, making the stock its 7th biggest position. D.B. Root & Company LLC’s holdings in Schwab U.S. Large-Cap Growth ETF were worth $6,455,000 at the end of the most recent quarter.

Other institutional investors and hedge funds have also modified their holdings of the company. Boyce & Associates Wealth Consulting Inc. boosted its holdings in Schwab U.S. Large-Cap Growth ETF by 2.2% in the 3rd quarter. Boyce & Associates Wealth Consulting Inc. now owns 5,080 shares of the company’s stock valued at $529,000 after purchasing an additional 109 shares during the period. Evergreen Capital Management LLC raised its position in shares of Schwab U.S. Large-Cap Growth ETF by 3.3% in the second quarter. Evergreen Capital Management LLC now owns 3,964 shares of the company’s stock valued at $400,000 after buying an additional 126 shares in the last quarter. Wescott Financial Advisory Group LLC boosted its stake in shares of Schwab U.S. Large-Cap Growth ETF by 3.1% in the second quarter. Wescott Financial Advisory Group LLC now owns 6,917 shares of the company’s stock valued at $698,000 after buying an additional 211 shares during the period. Evanson Asset Management LLC grew its position in Schwab U.S. Large-Cap Growth ETF by 10.2% during the third quarter. Evanson Asset Management LLC now owns 3,023 shares of the company’s stock worth $315,000 after buying an additional 280 shares in the last quarter. Finally, KCM Investment Advisors LLC increased its stake in Schwab U.S. Large-Cap Growth ETF by 4.6% during the 3rd quarter. KCM Investment Advisors LLC now owns 8,324 shares of the company’s stock worth $867,000 after acquiring an additional 368 shares during the period.

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

Shares of NYSEARCA SCHG opened at $28.88 on Thursday. The stock has a market capitalization of $8.45 billion, a PE ratio of 39.82 and a beta of 1.25. Schwab U.S. Large-Cap Growth ETF has a fifty-two week low of $21.27 and a fifty-two week high of $29.14. The business has a fifty day moving average price of $28.11 and a two-hundred day moving average price of $26.48.

About Schwab U.S. Large-Cap Growth ETF

(Free Report)

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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Institutional Ownership by Quarter for Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG)

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