Diversify Advisory Services LLC grew its holdings in shares of Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG – Free Report) by 38.0% during the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm owned 112,352 shares of the company’s stock after purchasing an additional 30,911 shares during the period. Diversify Advisory Services LLC’s holdings in Schwab U.S. Large-Cap Growth ETF were worth $3,766,000 at the end of the most recent reporting period.
A number of other large investors have also modified their holdings of the business. Flagship Wealth Advisors LLC boosted its position in shares of 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 purchasing an additional 68,389 shares in the last quarter. J.W. Cole Advisors Inc. increased its holdings in shares of Schwab U.S. Large-Cap Growth ETF by 16.9% in the 2nd quarter. J.W. Cole Advisors Inc. now owns 367,653 shares of the company’s stock valued at $10,739,000 after purchasing an additional 53,037 shares in the last quarter. Fortis Capital Advisors LLC increased its holdings in shares of Schwab U.S. Large-Cap Growth ETF by 1.8% in the 3rd 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 in the last quarter. D.B. Root & Company LLC lifted its stake in shares of Schwab U.S. Large-Cap Growth ETF by 10.9% in 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. Finally, Fingerlakes Wealth Management Inc. lifted its stake in shares of Schwab U.S. Large-Cap Growth ETF by 11.9% in 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.
Schwab U.S. Large-Cap Growth ETF Trading Up 1.2%
SCHG stock opened at $30.90 on Tuesday. The company’s 50-day moving average price is $31.66 and its 200 day moving average price is $31.96. Schwab U.S. Large-Cap Growth ETF has a 52 week low of $21.37 and a 52 week high of $33.74. The company has a market cap of $50.58 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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