Waverly Advisors LLC Has $123.88 Million Stock Holdings in Schwab U.S. Large-Cap Growth ETF $SCHG

Waverly Advisors LLC grew its holdings in shares of Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG) by 4.1% in the 2nd quarter, according to its most recent disclosure with the SEC. The fund owned 3,660,774 shares of the company’s stock after acquiring an additional 144,939 shares during the period. Schwab U.S. Large-Cap Growth ETF comprises 0.7% of Waverly Advisors LLC’s holdings, making the stock its 25th largest holding. Waverly Advisors LLC owned about 0.21% of Schwab U.S. Large-Cap Growth ETF worth $123,881,000 as of its most recent SEC filing.

Several other institutional investors also recently modified their holdings of SCHG. Garton & Associates Financial Advisors LLC bought a new position in Schwab U.S. Large-Cap Growth ETF during the 4th quarter worth approximately $27,000. Advisortrust Partners LLC acquired a new stake in Schwab U.S. Large-Cap Growth ETF during the 1st quarter worth about $25,000. Center for Financial Planning Inc. bought a new position in shares of Schwab U.S. Large-Cap Growth ETF in the 1st quarter worth about $28,000. NI Acquisitions Company LLC bought a new stake in shares of Schwab U.S. Large-Cap Growth ETF during the 2nd quarter valued at about $35,000. Finally, Cary Street Partners Investment Advisory LLC grew its stake in Schwab U.S. Large-Cap Growth ETF by 1,922.6% during the fourth 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 period.

Schwab U.S. Large-Cap Growth ETF Stock Down 0.8%

SCHG traded down $0.28 during trading on Tuesday, hitting $35.25. The company’s stock had a trading volume of 8,054,281 shares, compared to its average volume of 12,870,411. The firm has a market capitalization of $61.85 billion, a P/E ratio of 34.24 and a beta of 1.19. Schwab U.S. Large-Cap Growth ETF has a twelve month low of $27.96 and a twelve month high of $36.11. The stock’s fifty day moving average price is $34.84 and its 200-day moving average price is $33.10.

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.