613,001 Shares in Schwab U.S. Large-Cap Growth ETF $SCHG Bought by Core Wealth Advisors LLC

Core Wealth Advisors LLC purchased a new position in Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG) in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm purchased 613,001 shares of the company’s stock, valued at approximately $19,996,000. Schwab U.S. Large-Cap Growth ETF accounts for approximately 12.2% of Core Wealth Advisors LLC’s investment portfolio, making the stock its biggest position.

Other hedge funds and other institutional investors have also recently bought and sold shares of the company. REAP Financial Group LLC bought a new position in shares of Schwab U.S. Large-Cap Growth ETF during the 3rd quarter worth about $28,000. Bessemer Group Inc. acquired a new stake in shares of Schwab U.S. Large-Cap Growth ETF in the 3rd quarter valued at about $31,000. Cary Street Partners Investment Advisory LLC increased its position in Schwab U.S. Large-Cap Growth ETF by 1,922.6% in the 4th quarter. Cary Street Partners Investment Advisory LLC now owns 1,072 shares of the company’s stock valued at $35,000 after buying an additional 1,019 shares in the last quarter. Howe & Rusling Inc. increased its position in Schwab U.S. Large-Cap Growth ETF by 37.7% in the 3rd quarter. Howe & Rusling Inc. now owns 1,212 shares of the company’s stock valued at $39,000 after buying an additional 332 shares in the last quarter. Finally, Manning & Napier Advisors LLC bought a new stake in Schwab U.S. Large-Cap Growth ETF in the 4th quarter valued at about $49,000.

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

Shares of Schwab U.S. Large-Cap Growth ETF stock opened at $35.12 on Friday. Schwab U.S. Large-Cap Growth ETF has a one year low of $27.18 and a one year high of $35.20. The firm has a market capitalization of $59.36 billion, a price-to-earnings ratio of 34.24 and a beta of 1.19. The business has a 50-day simple moving average of $32.11 and a 200 day simple moving average of $31.98.

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. 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.