Institute for Wealth Management LLC. cut its holdings in Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG) by 2.1% in the second quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 36,089 shares of the company’s stock after selling 772 shares during the quarter. Schwab U.S. Large-Cap Growth ETF comprises approximately 0.7% of Institute for Wealth Management LLC.’s holdings, making the stock its 21st largest position. Institute for Wealth Management LLC.’s holdings in Schwab U.S. Large-Cap Growth ETF were worth $3,003,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors have also bought and sold shares of the company. BHK Investment Advisors LLC raised its position in shares of Schwab U.S. Large-Cap Growth ETF by 68.1% in the second quarter. BHK Investment Advisors LLC now owns 21,623 shares of the company’s stock valued at $1,799,000 after purchasing an additional 8,762 shares during the period. SJA Financial Advisory LLC raised its position in shares of Schwab U.S. Large-Cap Growth ETF by 9.6% in the second quarter. SJA Financial Advisory LLC now owns 33,027 shares of the company’s stock valued at $2,748,000 after purchasing an additional 2,883 shares during the period. Jacobsen Capital Management bought a new position in shares of Schwab U.S. Large-Cap Growth ETF in the second quarter valued at approximately $616,000. Capital Wealth Planning LLC bought a new position in shares of Schwab U.S. Large-Cap Growth ETF in the second quarter valued at approximately $2,085,000. Finally, Wealth Enhancement Advisory Services LLC bought a new position in shares of Schwab U.S. Large-Cap Growth ETF in the second quarter valued at approximately $485,000.

SCHG stock traded up $1.23 on Friday, reaching $82.78. 736,100 shares of the company were exchanged, compared to its average volume of 530,806. Schwab U.S. Large-Cap Growth ETF has a 12 month low of $64.30 and a 12 month high of $86.36. The stock’s fifty day moving average price is $84.35 and its 200 day moving average price is $80.91.

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.

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Institutional Ownership by Quarter for Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG)

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