Cape Investment Advisory Inc. Trims Position in Schwab U.S. Large-Cap Growth ETF $SCHG

Cape Investment Advisory Inc. decreased its position in shares of Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG) by 95.8% during the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 10,993 shares of the company’s stock after selling 250,037 shares during the quarter. Cape Investment Advisory Inc.’s holdings in Schwab U.S. Large-Cap Growth ETF were worth $351,000 as of its most recent filing with the Securities and Exchange Commission.

Other hedge funds have also recently modified their holdings of the company. Flagship Wealth Advisors LLC raised its position in 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. grew its holdings in shares of Schwab U.S. Large-Cap Growth ETF by 16.9% during the 2nd quarter. J.W. Cole Advisors Inc. now owns 367,653 shares of the company’s stock worth $10,739,000 after purchasing an additional 53,037 shares during the period. Fortis Capital Advisors LLC increased its position in shares of 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 worth $32,439,000 after purchasing an additional 17,522 shares during the last quarter. D.B. Root & Company LLC increased its position in shares of Schwab U.S. Large-Cap Growth ETF by 10.9% during the 3rd quarter. D.B. Root & Company LLC now owns 243,695 shares of the company’s stock worth $7,776,000 after purchasing an additional 23,865 shares during the last quarter. Finally, Fingerlakes Wealth Management Inc. raised its holdings in Schwab U.S. Large-Cap Growth ETF by 11.9% in 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 period.

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

NYSEARCA SCHG opened at $29.94 on Thursday. The firm’s 50-day moving average is $31.32 and its two-hundred day moving average is $31.94. Schwab U.S. Large-Cap Growth ETF has a 12 month low of $21.37 and a 12 month high of $33.74. The stock has a market capitalization of $49.00 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.