Schwab U.S. Large-Cap Growth ETF $SCHG is Kingswood Wealth Advisors LLC’s 7th Largest Position

Kingswood Wealth Advisors LLC increased its holdings in Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG) by 8.4% in the second quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 816,618 shares of the company’s stock after acquiring an additional 63,254 shares during the quarter. Schwab U.S. Large-Cap Growth ETF makes up about 1.9% of Kingswood Wealth Advisors LLC’s investment portfolio, making the stock its 7th largest position. Kingswood Wealth Advisors LLC owned approximately 0.05% of Schwab U.S. Large-Cap Growth ETF worth $23,853,000 at the end of the most recent quarter.

A number of other hedge funds also recently added to or reduced their stakes in the business. Y.D. More Investments Ltd raised its holdings in Schwab U.S. Large-Cap Growth ETF by 62.8% in the first quarter. Y.D. More Investments Ltd now owns 1,420 shares of the company’s stock worth $36,000 after purchasing an additional 548 shares in the last quarter. Luminist Capital LLC bought a new position in Schwab U.S. Large-Cap Growth ETF in the first quarter worth about $38,000. GAMMA Investing LLC raised its holdings in Schwab U.S. Large-Cap Growth ETF by 2,404.4% in the first quarter. GAMMA Investing LLC now owns 1,703 shares of the company’s stock worth $43,000 after purchasing an additional 1,635 shares in the last quarter. MTM Investment Management LLC bought a new position in Schwab U.S. Large-Cap Growth ETF in the first quarter worth about $45,000. Finally, Copia Wealth Management bought a new position in Schwab U.S. Large-Cap Growth ETF in the first quarter worth about $48,000.

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

Shares of Schwab U.S. Large-Cap Growth ETF stock opened at $32.34 on Tuesday. The company has a market capitalization of $51.45 billion, a PE ratio of 34.24 and a beta of 1.10. The company has a 50-day simple moving average of $30.95 and a two-hundred day simple moving average of $28.38. Schwab U.S. Large-Cap Growth ETF has a one year low of $21.37 and a one year high of $32.41.

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.