Waterloo Capital L.P. Raises Holdings in Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG)

Waterloo Capital L.P. lifted its holdings in shares of Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHGFree Report) by 2.1% in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 11,429 shares of the company’s stock after purchasing an additional 239 shares during the period. Waterloo Capital L.P.’s holdings in Schwab U.S. Large-Cap Growth ETF were worth $948,000 as of its most recent SEC filing.

A number of other hedge funds have also modified their holdings of the business. Baker Tilly Wealth Management LLC purchased a new stake in Schwab U.S. Large-Cap Growth ETF in the 4th quarter worth approximately $280,000. Apollon Wealth Management LLC grew its stake in Schwab U.S. Large-Cap Growth ETF by 50.6% in the 4th quarter. Apollon Wealth Management LLC now owns 291,849 shares of the company’s stock worth $24,212,000 after acquiring an additional 98,011 shares during the period. LPL Financial LLC grew its stake in Schwab U.S. Large-Cap Growth ETF by 7.0% in the 3rd quarter. LPL Financial LLC now owns 2,541,846 shares of the company’s stock worth $184,843,000 after acquiring an additional 165,266 shares during the period. Steward Partners Investment Advisory LLC grew its stake in Schwab U.S. Large-Cap Growth ETF by 6.2% in the 4th quarter. Steward Partners Investment Advisory LLC now owns 13,070 shares of the company’s stock worth $1,084,000 after acquiring an additional 762 shares during the period. Finally, Mainsail Financial Group LLC grew its stake in Schwab U.S. Large-Cap Growth ETF by 3.5% in the 4th quarter. Mainsail Financial Group LLC now owns 71,396 shares of the company’s stock worth $5,935,000 after acquiring an additional 2,400 shares during the period.

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

SCHG stock traded down $0.15 during midday trading on Friday, hitting $97.11. The stock had a trading volume of 1,137,479 shares, compared to its average volume of 1,411,310. The firm has a market cap of $28.40 billion, a PE ratio of 39.82 and a beta of 1.25. The company’s 50-day moving average price is $92.70 and its 200 day moving average price is $88.41. Schwab U.S. Large-Cap Growth ETF has a 12-month low of $69.78 and a 12-month high of $97.65.

Schwab U.S. Large-Cap Growth ETF Company Profile

(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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