Concurrent Investment Advisors LLC Acquires 155,866 Shares of Schwab U.S. Large-Cap Growth ETF $SCHG

Concurrent Investment Advisors LLC grew its stake in shares of Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG) by 16.5% in the third quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 1,098,324 shares of the company’s stock after purchasing an additional 155,866 shares during the quarter. Concurrent Investment Advisors LLC’s holdings in Schwab U.S. Large-Cap Growth ETF were worth $35,048,000 at the end of the most recent quarter.

Other institutional investors also recently added to or reduced their stakes in the company. Crews Bank & Trust purchased a new stake in Schwab U.S. Large-Cap Growth ETF in the 3rd quarter valued at about $25,000. Mid American Wealth Advisory Group Inc. purchased a new position in shares of Schwab U.S. Large-Cap Growth ETF during the second quarter worth approximately $26,000. Atlantic Union Bankshares Corp bought a new stake in shares of Schwab U.S. Large-Cap Growth ETF during the second quarter valued at approximately $29,000. Key Financial Inc boosted its holdings in shares of Schwab U.S. Large-Cap Growth ETF by 148.6% in the second quarter. Key Financial Inc now owns 1,233 shares of the company’s stock valued at $36,000 after purchasing an additional 737 shares during the period. Finally, Creekmur Asset Management LLC boosted its holdings in shares of Schwab U.S. Large-Cap Growth ETF by 200.3% in the second quarter. Creekmur Asset Management LLC now owns 1,811 shares of the company’s stock valued at $53,000 after purchasing an additional 1,208 shares during the period.

Schwab U.S. Large-Cap Growth ETF Stock Up 0.2%

Shares of NYSEARCA:SCHG opened at $32.91 on Tuesday. The business’s 50 day moving average is $32.61 and its 200 day moving average is $31.54. The stock has a market cap of $53.53 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.

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.