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

Kingswood Wealth Advisors LLC increased its stake in Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG) by 441.9% in the 4th quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 737,721 shares of the company’s stock after purchasing an additional 601,589 shares during the quarter. Schwab U.S. Large-Cap Growth ETF comprises about 1.5% of Kingswood Wealth Advisors LLC’s holdings, making the stock its 9th largest position. Kingswood Wealth Advisors LLC owned 0.25% of Schwab U.S. Large-Cap Growth ETF worth $20,560,000 as of its most recent filing with the SEC.

Other hedge funds and other institutional investors also recently made changes to their positions in the company. Versant Capital Management Inc increased its holdings in shares of Schwab U.S. Large-Cap Growth ETF by 300.4% in the fourth quarter. Versant Capital Management Inc now owns 1,017 shares of the company’s stock worth $28,000 after purchasing an additional 763 shares during the period. Tsfg LLC boosted its position in shares of Schwab U.S. Large-Cap Growth ETF by 300.0% during the 4th quarter. Tsfg LLC now owns 1,200 shares of the company’s stock valued at $33,000 after acquiring an additional 900 shares during the last quarter. Roble Belko & Company Inc increased its position in shares of Schwab U.S. Large-Cap Growth ETF by 300.0% in the fourth quarter. Roble Belko & Company Inc now owns 1,356 shares of the company’s stock worth $38,000 after purchasing an additional 1,017 shares during the last quarter. Founders Capital Management raised its stake in Schwab U.S. Large-Cap Growth ETF by 300.0% in the fourth quarter. Founders Capital Management now owns 1,404 shares of the company’s stock valued at $39,000 after purchasing an additional 1,053 shares in the last quarter. Finally, Hanseatic Management Services Inc. lifted its position in Schwab U.S. Large-Cap Growth ETF by 307.1% during the fourth quarter. Hanseatic Management Services Inc. now owns 1,775 shares of the company’s stock valued at $49,000 after purchasing an additional 1,339 shares during the last quarter.

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

Shares of NYSEARCA:SCHG opened at $28.90 on Monday. The company’s fifty day moving average price is $28.21 and its 200-day moving average price is $26.54. The firm has a market capitalization of $8.45 billion, a price-to-earnings ratio of 39.82 and a beta of 1.25. Schwab U.S. Large-Cap Growth ETF has a one year low of $21.27 and a one year 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.