Schwab U.S. Large-Cap Growth ETF $SCHG Holdings Cut by WBH Advisory Inc.

WBH Advisory Inc. reduced its stake in Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG) by 10.6% in the first quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 742,117 shares of the company’s stock after selling 88,208 shares during the period. Schwab U.S. Large-Cap Growth ETF accounts for about 1.6% of WBH Advisory Inc.’s investment portfolio, making the stock its 13th biggest holding. WBH Advisory Inc.’s holdings in Schwab U.S. Large-Cap Growth ETF were worth $21,826,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other hedge funds and other institutional investors also recently bought and sold shares of the stock. Garton & Associates Financial Advisors LLC acquired a new stake in shares of Schwab U.S. Large-Cap Growth ETF during the 4th quarter worth approximately $27,000. Cary Street Partners Investment Advisory LLC lifted its holdings in shares of Schwab U.S. Large-Cap Growth ETF by 1,922.6% in the 4th quarter. Cary Street Partners Investment Advisory LLC now owns 1,072 shares of the company’s stock worth $35,000 after purchasing an additional 1,019 shares during the last quarter. Manning & Napier Advisors LLC acquired a new position in Schwab U.S. Large-Cap Growth ETF during the 4th quarter valued at approximately $49,000. Kingdom Financial Group LLC. acquired a new position in Schwab U.S. Large-Cap Growth ETF during the 4th quarter valued at approximately $49,000. Finally, Mcguire Capital Advisors Inc. acquired a new position in Schwab U.S. Large-Cap Growth ETF during the 4th quarter valued at approximately $49,000.

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

Shares of SCHG opened at $34.12 on Friday. The company has a market cap of $59.52 billion, a P/E ratio of 34.24 and a beta of 1.19. The stock has a fifty day moving average price of $33.85 and a 200 day moving average price of $32.20. Schwab U.S. Large-Cap Growth ETF has a 12 month low of $27.96 and a 12 month high of $35.42.

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.