Kingswood Wealth Advisors LLC Has $20.56 Million Stock Position in Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG)

Kingswood Wealth Advisors LLC lifted its holdings in shares of Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG) by 441.9% during the 4th quarter, according to the company in its most recent filing with the SEC. The fund owned 737,721 shares of the company’s stock after purchasing an additional 601,589 shares during the period. Schwab U.S. Large-Cap Growth ETF comprises about 1.5% of Kingswood Wealth Advisors LLC’s investment portfolio, making the stock its 9th biggest position. Kingswood Wealth Advisors LLC’s holdings in Schwab U.S. Large-Cap Growth ETF were worth $20,560,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds also recently made changes to their positions in the business. Koshinski Asset Management Inc. raised its stake in shares of Schwab U.S. Large-Cap Growth ETF by 324,108.5% during the fourth quarter. Koshinski Asset Management Inc. now owns 1,563,819,806 shares of the company’s stock valued at $43,583,658,000 after acquiring an additional 1,563,337,456 shares during the last quarter. Thrive Wealth Management LLC raised its position in Schwab U.S. Large-Cap Growth ETF by 300.4% during the 4th quarter. Thrive Wealth Management LLC now owns 5,128,931 shares of the company’s stock valued at $142,943,000 after purchasing an additional 3,848,061 shares during the last quarter. Marquette Asset Management LLC lifted its holdings in Schwab U.S. Large-Cap Growth ETF by 310.6% in the 4th quarter. Marquette Asset Management LLC now owns 4,028,428 shares of the company’s stock worth $112,272,000 after buying an additional 3,047,202 shares during the period. Financial Advisors LLC grew its position in shares of Schwab U.S. Large-Cap Growth ETF by 284.9% in the 4th quarter. Financial Advisors LLC now owns 3,187,865 shares of the company’s stock worth $88,846,000 after buying an additional 2,359,538 shares during the last quarter. Finally, Krilogy Financial LLC increased its stake in shares of Schwab U.S. Large-Cap Growth ETF by 283.0% during the fourth quarter. Krilogy Financial LLC now owns 2,821,392 shares of the company’s stock valued at $78,632,000 after buying an additional 2,084,657 shares during the period.

Schwab U.S. Large-Cap Growth ETF Stock Down 0.4 %

Shares of SCHG stock opened at $28.90 on Monday. The firm has a market capitalization of $8.45 billion, a price-to-earnings ratio of 39.82 and a beta of 1.25. The stock has a fifty day moving average of $28.21 and a 200 day moving average of $26.54. Schwab U.S. Large-Cap Growth ETF has a 52 week low of $21.27 and a 52 week 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.