May Barnhard Investments LLC Has $11.78 Million Stock Position in Schwab U.S. Large-Cap Growth ETF $SCHG

May Barnhard Investments LLC cut its holdings in Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG) by 7.2% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 361,234 shares of the company’s stock after selling 28,009 shares during the period. Schwab U.S. Large-Cap Growth ETF comprises approximately 5.6% of May Barnhard Investments LLC’s portfolio, making the stock its 2nd biggest holding. May Barnhard Investments LLC’s holdings in Schwab U.S. Large-Cap Growth ETF were worth $11,783,000 at the end of the most recent quarter.

Several other institutional investors also recently modified their holdings of the business. Flagship Wealth Advisors LLC grew its holdings in Schwab U.S. Large-Cap Growth ETF by 50.5% during the third quarter. Flagship Wealth Advisors LLC now owns 203,727 shares of the company’s stock valued at $6,501,000 after purchasing an additional 68,389 shares during the period. Fortis Capital Advisors LLC grew its holdings in Schwab U.S. Large-Cap Growth ETF by 1.8% during the third quarter. Fortis Capital Advisors LLC now owns 1,016,583 shares of the company’s stock valued at $32,439,000 after purchasing an additional 17,522 shares during the period. D.B. Root & Company LLC grew its holdings in Schwab U.S. Large-Cap Growth ETF by 10.9% during the third quarter. D.B. Root & Company LLC now owns 243,695 shares of the company’s stock valued at $7,776,000 after purchasing an additional 23,865 shares during the period. Fingerlakes Wealth Management Inc. grew its holdings in Schwab U.S. Large-Cap Growth ETF by 11.9% during the third quarter. Fingerlakes Wealth Management Inc. now owns 218,248 shares of the company’s stock valued at $6,964,000 after purchasing an additional 23,155 shares during the period. Finally, B. Riley Wealth Advisors Inc. grew its holdings in Schwab U.S. Large-Cap Growth ETF by 44.1% during the third quarter. B. Riley Wealth Advisors Inc. now owns 108,307 shares of the company’s stock valued at $3,456,000 after purchasing an additional 33,155 shares during the period.

Schwab U.S. Large-Cap Growth ETF Trading Down 1.2%

Shares of NYSEARCA SCHG opened at $32.44 on Friday. The stock has a fifty day simple moving average of $30.50 and a two-hundred day simple moving average of $31.74. Schwab U.S. Large-Cap Growth ETF has a 1-year low of $24.30 and a 1-year high of $33.74. The firm has a market cap of $53.63 billion, a price-to-earnings ratio of 34.24 and a beta of 1.19.

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.