Advisory Services & Investments LLC Increases Stock Position in Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG)

Advisory Services & Investments LLC increased its position in shares of Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG) by 0.6% during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 109,649 shares of the company’s stock after purchasing an additional 612 shares during the period. Schwab U.S. Large-Cap Growth ETF accounts for 6.7% of Advisory Services & Investments LLC’s portfolio, making the stock its 8th largest holding. Advisory Services & Investments LLC’s holdings in Schwab U.S. Large-Cap Growth ETF were worth $9,096,000 at the end of the most recent quarter.

Other institutional investors and hedge funds have also recently modified their holdings of the company. Baker Tilly Wealth Management LLC bought a new stake in Schwab U.S. Large-Cap Growth ETF in the 4th quarter valued at $280,000. LPL Financial LLC grew its stake in shares of Schwab U.S. Large-Cap Growth ETF by 7.0% in the 3rd quarter. LPL Financial LLC now owns 2,541,846 shares of the company’s stock worth $184,843,000 after buying an additional 165,266 shares in the last quarter. Mainsail Financial Group LLC grew its stake in shares of Schwab U.S. Large-Cap Growth ETF by 3.5% in the 4th quarter. Mainsail Financial Group LLC now owns 71,396 shares of the company’s stock worth $5,935,000 after buying an additional 2,400 shares in the last quarter. Townsend Asset Management Corp NC ADV grew its stake in shares of Schwab U.S. Large-Cap Growth ETF by 2.3% in the 4th quarter. Townsend Asset Management Corp NC ADV now owns 32,195 shares of the company’s stock worth $2,671,000 after buying an additional 727 shares in the last quarter. Finally, Verdence Capital Advisors LLC grew its stake in shares of Schwab U.S. Large-Cap Growth ETF by 2.9% in the 4th quarter. Verdence Capital Advisors LLC now owns 128,877 shares of the company’s stock worth $10,692,000 after buying an additional 3,665 shares in the last quarter.

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

Shares of NYSEARCA:SCHG traded up $1.73 on Friday, reaching $90.58. The company’s stock had a trading volume of 1,385,973 shares, compared to its average volume of 1,484,274. Schwab U.S. Large-Cap Growth ETF has a 52-week low of $64.60 and a 52-week high of $93.84. The company has a market cap of $26.34 billion, a P/E ratio of 41.12 and a beta of 1.25. The company has a 50-day simple moving average of $91.15 and a 200 day simple moving average of $84.41.

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.