Souders Financial Advisors Has $21.37 Million Holdings in Schwab U.S. Large-Cap Growth ETF $SCHG

Souders Financial Advisors cut its position in shares of Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG) by 2.7% during the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 669,666 shares of the company’s stock after selling 18,808 shares during the quarter. Schwab U.S. Large-Cap Growth ETF accounts for about 2.5% of Souders Financial Advisors’ investment portfolio, making the stock its 9th largest holding. Souders Financial Advisors’ holdings in Schwab U.S. Large-Cap Growth ETF were worth $21,369,000 at the end of the most recent quarter.

A number of other hedge funds have also recently added to or reduced their stakes in the business. PAX Financial Group LLC bought a new stake in Schwab U.S. Large-Cap Growth ETF during the third quarter valued at $239,000. Uptick Partners LLC boosted its holdings in shares of Schwab U.S. Large-Cap Growth ETF by 14.1% in the 3rd quarter. Uptick Partners LLC now owns 12,274 shares of the company’s stock valued at $392,000 after buying an additional 1,520 shares during the period. Hazlett Burt & Watson Inc. grew its position in shares of Schwab U.S. Large-Cap Growth ETF by 10.3% during the 3rd quarter. Hazlett Burt & Watson Inc. now owns 24,403 shares of the company’s stock valued at $779,000 after buying an additional 2,270 shares during the last quarter. Donaldson Capital Management LLC grew its position in shares of Schwab U.S. Large-Cap Growth ETF by 2.1% during the 3rd quarter. Donaldson Capital Management LLC now owns 589,459 shares of the company’s stock valued at $18,810,000 after buying an additional 12,234 shares during the last quarter. Finally, Tyche Wealth Partners LLC acquired a new stake in Schwab U.S. Large-Cap Growth ETF during the third quarter worth about $1,646,000.

Schwab U.S. Large-Cap Growth ETF Stock Down 0.7%

Shares of NYSEARCA SCHG opened at $32.00 on Friday. The firm’s 50-day moving average price is $32.61 and its two-hundred day moving average price is $31.81. Schwab U.S. Large-Cap Growth ETF has a 52-week low of $21.37 and a 52-week high of $33.74. The stock has a market capitalization of $52.37 billion, a P/E ratio of 34.24 and a beta of 1.15.

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.