Schwab U.S. Large-Cap Growth ETF $SCHG Position Cut by Legacy Financial Strategies LLC

Legacy Financial Strategies LLC decreased its position in shares of Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG) by 1.7% during the 3rd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 2,909,284 shares of the company’s stock after selling 50,209 shares during the period. Schwab U.S. Large-Cap Growth ETF accounts for approximately 16.8% of Legacy Financial Strategies LLC’s portfolio, making the stock its biggest holding. Legacy Financial Strategies LLC owned about 0.18% of Schwab U.S. Large-Cap Growth ETF worth $92,835,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds also recently added to or reduced their stakes in SCHG. Flagship Wealth Advisors LLC lifted its stake in shares of Schwab U.S. Large-Cap Growth ETF by 50.5% in the third quarter. Flagship Wealth Advisors LLC now owns 203,727 shares of the company’s stock valued at $6,501,000 after purchasing an additional 68,389 shares during the period. J.W. Cole Advisors Inc. lifted its stake in 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 buying an additional 53,037 shares in the last quarter. Fortis Capital Advisors LLC grew its holdings in Schwab U.S. Large-Cap Growth ETF by 1.8% during the 3rd quarter. Fortis Capital Advisors LLC now owns 1,016,583 shares of the company’s stock valued at $32,439,000 after buying an additional 17,522 shares during the last quarter. Fingerlakes Wealth Management Inc. grew its holdings in Schwab U.S. Large-Cap Growth ETF by 11.9% during the 3rd quarter. Fingerlakes Wealth Management Inc. now owns 218,248 shares of the company’s stock valued at $6,964,000 after buying an additional 23,155 shares during the last quarter. Finally, Parkside Financial Bank & Trust increased its position in Schwab U.S. Large-Cap Growth ETF by 39.3% during the second quarter. Parkside Financial Bank & Trust now owns 107,976 shares of the company’s stock worth $3,154,000 after buying an additional 30,468 shares in the last quarter.

Schwab U.S. Large-Cap Growth ETF Stock Up 2.1%

NYSEARCA SCHG opened at $31.11 on Monday. Schwab U.S. Large-Cap Growth ETF has a fifty-two week low of $21.37 and a fifty-two week high of $33.74. The business has a fifty day moving average of $32.48 and a 200-day moving average of $31.88. The stock has a market cap of $50.92 billion, a price-to-earnings ratio of 34.24 and a beta of 1.15.

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.