WBH Advisory Inc. boosted its holdings in shares of Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG – Free Report) by 10.2% in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 804,729 shares of the company’s stock after acquiring an additional 74,480 shares during the quarter. Schwab U.S. Large-Cap Growth ETF comprises 2.0% of WBH Advisory Inc.’s holdings, making the stock its 9th largest holding. WBH Advisory Inc. owned approximately 0.05% of Schwab U.S. Large-Cap Growth ETF worth $25,679,000 as of its most recent SEC filing.
Other large investors have also modified their holdings of the company. Crews Bank & Trust acquired a new stake in shares of Schwab U.S. Large-Cap Growth ETF during the 3rd quarter worth about $25,000. Mid American Wealth Advisory Group Inc. purchased a new position in Schwab U.S. Large-Cap Growth ETF during the second quarter worth about $26,000. Atlantic Union Bankshares Corp acquired a new stake in shares of Schwab U.S. Large-Cap Growth ETF during the second quarter valued at about $29,000. Key Financial Inc increased its position in shares of Schwab U.S. Large-Cap Growth ETF by 148.6% during the second quarter. Key Financial Inc now owns 1,233 shares of the company’s stock valued at $36,000 after acquiring an additional 737 shares during the last quarter. Finally, Creekmur Asset Management LLC raised its stake in shares of Schwab U.S. Large-Cap Growth ETF by 200.3% in the 2nd quarter. Creekmur Asset Management LLC now owns 1,811 shares of the company’s stock valued at $53,000 after acquiring an additional 1,208 shares during the period.
Schwab U.S. Large-Cap Growth ETF Stock Performance
NYSEARCA:SCHG opened at $32.18 on Friday. Schwab U.S. Large-Cap Growth ETF has a fifty-two week low of $21.37 and a fifty-two week high of $33.74. The company has a 50 day moving average price of $32.53 and a 200 day moving average price of $31.67. The stock has a market capitalization of $52.66 billion, a P/E ratio of 34.24 and a beta of 1.15.
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.
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