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

Waterloo Capital L.P. decreased its position in shares of Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG) by 19.8% in the 4th quarter, according to the company in its most recent disclosure with the Securities and 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 as of its most recent filing with the Securities and Exchange Commission.

Several other hedge funds also recently modified their holdings of the company. Duncker Streett & Co. Inc. increased its holdings in shares of Schwab U.S. Large-Cap Growth ETF by 0.4% during the fourth quarter. Duncker Streett & Co. Inc. now owns 74,707 shares of the company’s stock worth $2,437,000 after buying an additional 312 shares in the last quarter. Woodmont Investment Counsel LLC grew its stake in shares of Schwab U.S. Large-Cap Growth ETF by 0.8% during the third quarter. Woodmont Investment Counsel LLC now owns 40,616 shares of the company’s stock valued at $1,296,000 after purchasing an additional 325 shares during the last quarter. CPC Advisors LLC grew its stake in shares of Schwab U.S. Large-Cap Growth ETF by 2.3% during the fourth quarter. CPC Advisors LLC now owns 14,719 shares of the company’s stock valued at $480,000 after purchasing an additional 325 shares during the last quarter. AssuredPartners Investment Advisors LLC grew its stake in shares of Schwab U.S. Large-Cap Growth ETF by 3.6% during the fourth quarter. AssuredPartners Investment Advisors LLC now owns 9,384 shares of the company’s stock valued at $306,000 after purchasing an additional 326 shares during the last quarter. Finally, Howe & Rusling Inc. grew its stake in shares of Schwab U.S. Large-Cap Growth ETF by 37.7% during the third quarter. Howe & Rusling Inc. now owns 1,212 shares of the company’s stock valued at $39,000 after purchasing an additional 332 shares during the last quarter.

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

SCHG opened at $35.12 on Monday. Schwab U.S. Large-Cap Growth ETF has a one year low of $27.18 and a one year high of $35.20. The company’s 50 day simple moving average is $32.11 and its 200-day simple moving average is $31.97. The stock has a market capitalization of $59.36 billion, a P/E ratio of 34.24 and a beta of 1.19.

About Schwab U.S. Large-Cap Growth ETF

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.