Schwab U.S. Large-Cap Growth ETF $SCHG Position Lifted by WBH Advisory Inc.

WBH Advisory Inc. lifted its holdings in shares of Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG) by 3.2% during the 4th quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund owned 830,325 shares of the company’s stock after purchasing an additional 25,596 shares during the quarter. Schwab U.S. Large-Cap Growth ETF comprises about 2.0% of WBH Advisory Inc.’s investment portfolio, making the stock its 8th biggest position. WBH Advisory Inc.’s holdings in Schwab U.S. Large-Cap Growth ETF were worth $27,085,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors have also made changes to their positions in the business. Crews Bank & Trust acquired a new position in Schwab U.S. Large-Cap Growth ETF in the third quarter valued at $25,000. Westfuller Advisors LLC acquired a new stake in Schwab U.S. Large-Cap Growth ETF in the 3rd quarter worth about $26,000. REAP Financial Group LLC purchased a new stake in Schwab U.S. Large-Cap Growth ETF in the 3rd quarter valued at about $28,000. Bessemer Group Inc. purchased a new stake in Schwab U.S. Large-Cap Growth ETF in the 3rd quarter valued at about $31,000. Finally, Howe & Rusling Inc. increased its stake in shares of Schwab U.S. Large-Cap Growth ETF by 37.7% during the 3rd quarter. Howe & Rusling Inc. now owns 1,212 shares of the company’s stock valued at $39,000 after acquiring an additional 332 shares during the last quarter.

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

NYSEARCA SCHG opened at $32.13 on Friday. The company has a market cap of $52.98 billion, a P/E ratio of 34.24 and a beta of 1.19. Schwab U.S. Large-Cap Growth ETF has a 12 month low of $22.74 and a 12 month high of $33.74. The company has a 50-day moving average of $30.36 and a 200-day moving average of $31.72.

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.