Waterloo Capital L.P. Has $2.05 Million Stock Holdings in Schwab U.S. Large-Cap Growth ETF $SCHG

Waterloo Capital L.P. lessened its holdings in Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG) by 19.8% in the 4th quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 62,791 shares of the company’s stock after selling 15,471 shares during the period. Waterloo Capital L.P.’s holdings in Schwab U.S. Large-Cap Growth ETF were worth $2,048,000 at the end of the most recent quarter.

Several other hedge funds have also recently added to or reduced their stakes in the business. Hazlett Burt & Watson Inc. raised its position in Schwab U.S. Large-Cap Growth ETF by 25.8% in the fourth quarter. Hazlett Burt & Watson Inc. now owns 30,706 shares of the company’s stock worth $1,000,000 after purchasing an additional 6,303 shares in the last quarter. Essex Financial Services Inc. acquired a new position in Schwab U.S. Large-Cap Growth ETF in the fourth quarter worth about $232,000. Founders Financial Securities LLC raised its position in Schwab U.S. Large-Cap Growth ETF by 6.8% in the fourth quarter. Founders Financial Securities LLC now owns 211,441 shares of the company’s stock worth $6,897,000 after purchasing an additional 13,473 shares in the last quarter. Core Wealth Advisors LLC acquired a new position in Schwab U.S. Large-Cap Growth ETF in the fourth quarter worth about $19,996,000. Finally, Fortis Advisors LLC raised its position in Schwab U.S. Large-Cap Growth ETF by 7.6% in the fourth quarter. Fortis Advisors LLC now owns 27,635 shares of the company’s stock worth $901,000 after purchasing an additional 1,960 shares in the last quarter.

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

NYSEARCA:SCHG opened at $35.12 on Monday. Schwab U.S. Large-Cap Growth ETF has a 12-month low of $27.18 and a 12-month high of $35.20. The firm has a market capitalization of $59.36 billion, a PE ratio of 34.24 and a beta of 1.19. The firm has a 50-day moving average price of $32.11 and a 200 day moving average price of $31.97.

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.