Schwab U.S. Large-Cap Growth ETF $SCHG is WBH Advisory Inc.’s 9th Largest Position

WBH Advisory Inc. grew its position in shares of Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG) by 10.2% during the 3rd quarter, according to the company in its most recent disclosure with the SEC. The fund owned 804,729 shares of the company’s stock after purchasing an additional 74,480 shares during the quarter. Schwab U.S. Large-Cap Growth ETF makes up about 2.0% of WBH Advisory Inc.’s holdings, making the stock its 9th largest position. WBH Advisory Inc.’s holdings in Schwab U.S. Large-Cap Growth ETF were worth $25,679,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors have also made changes to their positions in the company. Flagship Wealth Advisors LLC grew its stake in Schwab U.S. Large-Cap Growth ETF by 50.5% during the 3rd quarter. Flagship Wealth Advisors LLC now owns 203,727 shares of the company’s stock worth $6,501,000 after buying an additional 68,389 shares during the last quarter. Naples Global Advisors LLC boosted its stake in Schwab U.S. Large-Cap Growth ETF by 28.5% during the 3rd quarter. Naples Global Advisors LLC now owns 10,824 shares of the company’s stock worth $345,000 after purchasing an additional 2,400 shares during the period. Lloyd Advisory Services LLC. purchased a new position in Schwab U.S. Large-Cap Growth ETF during the 3rd quarter worth $1,696,000. BIP Wealth LLC increased its stake in Schwab U.S. Large-Cap Growth ETF by 94.7% in the third quarter. BIP Wealth LLC now owns 33,148 shares of the company’s stock valued at $1,058,000 after purchasing an additional 16,121 shares during the period. Finally, CVA Family Office LLC raised its holdings in shares of Schwab U.S. Large-Cap Growth ETF by 40.3% in the third quarter. CVA Family Office LLC now owns 233,783 shares of the company’s stock valued at $7,460,000 after buying an additional 67,117 shares during the last quarter.

Schwab U.S. Large-Cap Growth ETF Stock Up 0.9%

NYSEARCA SCHG opened at $32.18 on Friday. The firm has a market cap of $52.66 billion, a P/E ratio of 34.24 and a beta of 1.15. Schwab U.S. Large-Cap Growth ETF has a 52-week low of $21.37 and a 52-week high of $33.74. The business’s 50-day moving average price is $32.53 and its 200 day moving average price is $31.67.

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.