Schwab U.S. Large-Cap Growth ETF $SCHG is Kingswood Wealth Advisors LLC’s 5th Largest Position

Kingswood Wealth Advisors LLC raised its stake in shares of Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG) by 29.9% during the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 1,060,720 shares of the company’s stock after purchasing an additional 244,102 shares during the quarter. Schwab U.S. Large-Cap Growth ETF makes up about 2.0% of Kingswood Wealth Advisors LLC’s holdings, making the stock its 5th biggest holding. Kingswood Wealth Advisors LLC’s holdings in Schwab U.S. Large-Cap Growth ETF were worth $33,848,000 as of its most recent filing with the Securities and Exchange Commission.

Several other institutional investors have also added to or reduced their stakes in the stock. Visionary Horizons LLC lifted its position in shares of Schwab U.S. Large-Cap Growth ETF by 5.1% in the 3rd quarter. Visionary Horizons LLC now owns 1,008,318 shares of the company’s stock worth $32,175,000 after purchasing an additional 48,994 shares during the period. Independent Solutions Wealth Management LLC raised its stake in Schwab U.S. Large-Cap Growth ETF by 1.1% in the third quarter. Independent Solutions Wealth Management LLC now owns 301,395 shares of the company’s stock worth $9,618,000 after buying an additional 3,300 shares in the last quarter. Benjamin Edwards Inc. lifted its holdings in Schwab U.S. Large-Cap Growth ETF by 8.5% in the third quarter. Benjamin Edwards Inc. now owns 291,346 shares of the company’s stock worth $9,299,000 after buying an additional 22,711 shares during the period. B&D White Capital Company LLC boosted its position in Schwab U.S. Large-Cap Growth ETF by 69.4% during the 3rd quarter. B&D White Capital Company LLC now owns 996,403 shares of the company’s stock valued at $31,795,000 after acquiring an additional 408,066 shares in the last quarter. Finally, Noesis Capital Mangement Corp purchased a new position in shares of Schwab U.S. Large-Cap Growth ETF during the 3rd quarter worth approximately $215,000.

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

Shares of NYSEARCA:SCHG opened at $32.92 on Thursday. The firm has a market capitalization of $53.44 billion, a P/E ratio of 34.24 and a beta of 1.15. The stock has a 50 day moving average price of $32.64 and a 200-day moving average price of $31.42. Schwab U.S. Large-Cap Growth ETF has a 52-week low of $21.37 and a 52-week high of $33.74.

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. 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.