Waverly Advisors LLC Purchases 992,474 Shares of Schwab U.S. Large-Cap Growth ETF $SCHG

Waverly Advisors LLC boosted its position in Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG) by 39.3% during the 1st quarter, according to its most recent Form 13F filing with the SEC. The fund owned 3,515,835 shares of the company’s stock after purchasing an additional 992,474 shares during the period. Schwab U.S. Large-Cap Growth ETF comprises 0.8% of Waverly Advisors LLC’s portfolio, making the stock its 20th biggest holding. Waverly Advisors LLC owned about 0.21% of Schwab U.S. Large-Cap Growth ETF worth $102,416,000 at the end of the most recent quarter.

A number of other large investors have also made changes to their positions in SCHG. Valpey Financial Services LLC boosted its holdings in shares of Schwab U.S. Large-Cap Growth ETF by 3,085.3% in the fourth quarter. Valpey Financial Services LLC now owns 8,003,802 shares of the company’s stock worth $245,365,000 after buying an additional 7,752,527 shares during the last quarter. Focus Partners Wealth increased its holdings in Schwab U.S. Large-Cap Growth ETF by 655.4% during the fourth quarter. Focus Partners Wealth now owns 6,602,251 shares of the company’s stock valued at $215,286,000 after buying an additional 5,728,214 shares during the last quarter. RMG Wealth Management LLC increased its holdings in Schwab U.S. Large-Cap Growth ETF by 228,621.0% during the first quarter. RMG Wealth Management LLC now owns 5,413,826 shares of the company’s stock valued at $157,705,000 after buying an additional 5,411,459 shares during the last quarter. Sei Investments Co. raised its position in Schwab U.S. Large-Cap Growth ETF by 7.6% in the first quarter. Sei Investments Co. now owns 47,564,768 shares of the company’s stock worth $1,385,562,000 after acquiring an additional 3,356,829 shares during the period. Finally, Charles Schwab Investment Management Inc. raised its position in Schwab U.S. Large-Cap Growth ETF by 9.4% in the fourth quarter. Charles Schwab Investment Management Inc. now owns 37,744,872 shares of the company’s stock worth $1,231,238,000 after acquiring an additional 3,230,427 shares during the period.

Schwab U.S. Large-Cap Growth ETF Price Performance

Shares of Schwab U.S. Large-Cap Growth ETF stock opened at $33.46 on Friday. Schwab U.S. Large-Cap Growth ETF has a 1-year low of $27.96 and a 1-year high of $35.42. The company’s fifty day simple moving average is $34.07 and its 200-day simple moving average is $32.37. The stock has a market capitalization of $58.52 billion, a PE ratio of 34.24 and a beta of 1.19.

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.