Trustcore Financial Services LLC Invests $207,000 in Schwab U S Large Cap Growth ETF (SCHG)

Trustcore Financial Services LLC bought a new stake in Schwab U S Large Cap Growth ETF (NYSEARCA:SCHG) in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund bought 2,928 shares of the company’s stock, valued at approximately $207,000.

Several other institutional investors have also made changes to their positions in the company. Financial Engines Advisors L.L.C. raised its stake in Schwab U S Large Cap Growth ETF by 4.3% in the fourth quarter. Financial Engines Advisors L.L.C. now owns 9,210,328 shares of the company’s stock valued at $651,313,000 after purchasing an additional 379,621 shares in the last quarter. Mariner Wealth Advisors LLC raised its stake in Schwab U S Large Cap Growth ETF by 621.3% in the fourth quarter. Mariner Wealth Advisors LLC now owns 875,375 shares of the company’s stock valued at $61,897,000 after purchasing an additional 754,022 shares in the last quarter. Mather Group LLC. raised its stake in Schwab U S Large Cap Growth ETF by 22.0% in the fourth quarter. Mather Group LLC. now owns 361,383 shares of the company’s stock valued at $25,553,000 after purchasing an additional 65,259 shares in the last quarter. Parsec Financial Management Inc. raised its stake in Schwab U S Large Cap Growth ETF by 6.4% in the fourth quarter. Parsec Financial Management Inc. now owns 264,436 shares of the company’s stock valued at $18,698,000 after purchasing an additional 15,919 shares in the last quarter. Finally, Resources Investment Advisors Inc. raised its stake in Schwab U S Large Cap Growth ETF by 4.3% in the fourth quarter. Resources Investment Advisors Inc. now owns 236,642 shares of the company’s stock valued at $16,733,000 after purchasing an additional 9,753 shares in the last quarter.

Schwab U S Large Cap Growth ETF (NYSEARCA SCHG) opened at $73.77 on Tuesday. Schwab U S Large Cap Growth ETF has a 52 week low of $59.24 and a 52 week high of $76.83.

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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.

Institutional Ownership by Quarter for Schwab U S Large Cap Growth ETF (NYSEARCA:SCHG)

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