Confluence Wealth Services Inc. Takes $250,000 Position in Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG)

Confluence Wealth Services Inc. acquired a new position in shares of Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG) in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm acquired 8,608 shares of the company’s stock, valued at approximately $250,000.

A number of other large investors have also added to or reduced their stakes in SCHG. KCM Investment Advisors LLC lifted its position in Schwab U.S. Large-Cap Growth ETF by 4.6% during the third quarter. KCM Investment Advisors LLC now owns 8,324 shares of the company’s stock valued at $867,000 after purchasing an additional 368 shares during the last quarter. Warner Financial Inc. raised its stake in shares of Schwab U.S. Large-Cap Growth ETF by 0.6% during the third quarter. Warner Financial Inc. now owns 63,361 shares of the company’s stock worth $6,601,000 after acquiring an additional 376 shares in the last quarter. Patrick M Sweeney & Associates Inc. raised its stake in shares of Schwab U.S. Large-Cap Growth ETF by 14.1% during the third quarter. Patrick M Sweeney & Associates Inc. now owns 3,138 shares of the company’s stock worth $327,000 after acquiring an additional 388 shares in the last quarter. TFB Advisors LLC raised its stake in shares of Schwab U.S. Large-Cap Growth ETF by 7.2% during the third quarter. TFB Advisors LLC now owns 5,767 shares of the company’s stock worth $601,000 after acquiring an additional 388 shares in the last quarter. Finally, Investors Research Corp raised its stake in shares of Schwab U.S. Large-Cap Growth ETF by 3.4% during the third quarter. Investors Research Corp now owns 12,042 shares of the company’s stock worth $1,255,000 after acquiring an additional 398 shares in the last quarter.

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

SCHG stock opened at $28.73 on Friday. The company has a market capitalization of $8.40 billion, a PE ratio of 39.82 and a beta of 1.25. Schwab U.S. Large-Cap Growth ETF has a one year low of $21.68 and a one year high of $29.14. The company’s 50 day moving average price is $28.36 and its two-hundred day moving average price is $26.69.

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.