WESPAC Advisors LLC Makes New Investment in Schwab U.S. Large-Cap Growth ETF $SCHG

WESPAC Advisors LLC acquired a new stake in Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG) in the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund acquired 34,814 shares of the company’s stock, valued at approximately $1,111,000.

Several other large investors have also recently added to or reduced their stakes in SCHG. Envestnet Asset Management Inc. increased its stake in shares of Schwab U.S. Large-Cap Growth ETF by 14.5% during the 2nd quarter. Envestnet Asset Management Inc. now owns 55,240,546 shares of the company’s stock valued at $1,613,576,000 after acquiring an additional 6,979,991 shares during the last quarter. Sei Investments Co. raised its stake in Schwab U.S. Large-Cap Growth ETF by 11.0% during the second quarter. Sei Investments Co. now owns 45,745,266 shares of the company’s stock worth $1,336,220,000 after purchasing an additional 4,524,057 shares during the period. Mather Group LLC. raised its stake in Schwab U.S. Large-Cap Growth ETF by 4.5% during the second quarter. Mather Group LLC. now owns 42,286,978 shares of the company’s stock worth $1,235,203,000 after purchasing an additional 1,836,380 shares during the period. Charles Schwab Investment Management Inc. boosted its holdings in shares of Schwab U.S. Large-Cap Growth ETF by 653.7% in the 2nd quarter. Charles Schwab Investment Management Inc. now owns 32,809,028 shares of the company’s stock valued at $958,352,000 after purchasing an additional 28,455,790 shares during the last quarter. Finally, Osaic Holdings Inc. grew its stake in shares of Schwab U.S. Large-Cap Growth ETF by 6.7% during the 2nd quarter. Osaic Holdings Inc. now owns 18,835,687 shares of the company’s stock valued at $549,441,000 after buying an additional 1,175,660 shares during the period.

Schwab U.S. Large-Cap Growth ETF Stock Down 0.3%

SCHG stock opened at $32.80 on Wednesday. The company has a market cap of $53.38 billion, a price-to-earnings ratio of 34.24 and a beta of 1.15. The business has a fifty day simple moving average of $32.60 and a 200-day simple moving average of $31.56. 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 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.