Foundations Investment Advisors LLC Has $15.75 Million Position in Schwab U.S. Large-Cap Growth ETF $SCHG

Foundations Investment Advisors LLC grew its holdings in Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG) by 10.9% during the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 482,907 shares of the company’s stock after purchasing an additional 47,368 shares during the quarter. Foundations Investment Advisors LLC’s holdings in Schwab U.S. Large-Cap Growth ETF were worth $15,752,000 as of its most recent filing with the SEC.

Several other large investors have also made changes to their positions in the company. Godfrey Financial Associates Inc. acquired a new position in shares of Schwab U.S. Large-Cap Growth ETF during the fourth quarter valued at $1,710,000. Thoroughbred Financial Services LLC increased its holdings in Schwab U.S. Large-Cap Growth ETF by 4.8% in the fourth quarter. Thoroughbred Financial Services LLC now owns 185,185 shares of the company’s stock valued at $6,040,000 after purchasing an additional 8,453 shares during the last quarter. Murphy & Mullick Capital Management Corp increased its holdings in Schwab U.S. Large-Cap Growth ETF by 1.9% in the fourth quarter. Murphy & Mullick Capital Management Corp now owns 130,620 shares of the company’s stock valued at $4,261,000 after purchasing an additional 2,450 shares during the last quarter. Smith Chas P & Associates PA Cpas bought a new stake in Schwab U.S. Large-Cap Growth ETF in the fourth quarter valued at about $640,000. Finally, Ciovacco Capital Management LLC increased its holdings in Schwab U.S. Large-Cap Growth ETF by 2.6% in the fourth quarter. Ciovacco Capital Management LLC now owns 106,782 shares of the company’s stock valued at $3,483,000 after purchasing an additional 2,706 shares during the last quarter.

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

NYSEARCA SCHG opened at $34.57 on Thursday. The stock has a 50-day simple moving average of $31.92 and a 200 day simple moving average of $31.94. The company has a market capitalization of $58.43 billion, a PE ratio of 34.24 and a beta of 1.19. Schwab U.S. Large-Cap Growth ETF has a 12 month low of $27.18 and a 12 month high of $34.74.

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. 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.