Foundations Investment Advisors LLC Has $15.75 Million Holdings in Schwab U.S. Large-Cap Growth ETF $SCHG

Foundations Investment Advisors LLC lifted its position in shares of Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG) by 10.9% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 482,907 shares of the company’s stock after purchasing an additional 47,368 shares during the quarter. Foundations Investment Advisors LLC’s holdings in Schwab U.S. Large-Cap Growth ETF were worth $15,752,000 as of its most recent filing with the Securities and Exchange Commission.

Several other institutional investors also recently modified their holdings of the company. Envestnet Asset Management Inc. grew its holdings in shares of Schwab U.S. Large-Cap Growth ETF by 12.0% during the 3rd quarter. Envestnet Asset Management Inc. now owns 61,891,690 shares of the company’s stock worth $1,974,964,000 after purchasing an additional 6,651,144 shares in the last quarter. Vantagepoint Investment Advisers LLC grew its holdings in shares of Schwab U.S. Large-Cap Growth ETF by 6.5% during the 4th quarter. Vantagepoint Investment Advisers LLC now owns 17,067,494 shares of the company’s stock worth $556,742,000 after purchasing an additional 1,038,388 shares in the last quarter. Ameriprise Financial Inc. grew its holdings in shares of Schwab U.S. Large-Cap Growth ETF by 8.2% during the 3rd quarter. Ameriprise Financial Inc. now owns 16,720,317 shares of the company’s stock worth $533,385,000 after purchasing an additional 1,261,913 shares in the last quarter. Raymond James Financial Inc. grew its holdings in shares of Schwab U.S. Large-Cap Growth ETF by 3.3% during the 2nd quarter. Raymond James Financial Inc. now owns 15,317,027 shares of the company’s stock worth $447,410,000 after purchasing an additional 494,865 shares in the last quarter. Finally, Northwestern Mutual Wealth Management Co. lifted its position in shares of Schwab U.S. Large-Cap Growth ETF by 9.1% during the 3rd quarter. Northwestern Mutual Wealth Management Co. now owns 10,027,556 shares of the company’s stock worth $319,979,000 after buying an additional 840,550 shares during the period.

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

Schwab U.S. Large-Cap Growth ETF stock opened at $34.57 on Thursday. The company has a market capitalization of $58.43 billion, a PE ratio of 34.24 and a beta of 1.19. Schwab U.S. Large-Cap Growth ETF has a one year low of $27.18 and a one year high of $34.74. The business has a 50 day simple moving average of $31.92 and a 200 day simple moving average of $31.94.

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. Large-Cap Growth Total Stock Market Index includes the components ranked 1-750 by full market capitalization and that are classified as growth. The Index is a float-adjusted market capitalization weighted index.