Flagship Wealth Advisors LLC Boosts Position in Schwab U.S. Large-Cap Growth ETF $SCHG

Flagship Wealth Advisors LLC boosted its stake in Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG) by 50.5% during the 3rd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 203,727 shares of the company’s stock after acquiring an additional 68,389 shares during the period. Schwab U.S. Large-Cap Growth ETF accounts for approximately 2.1% of Flagship Wealth Advisors LLC’s holdings, making the stock its 13th biggest holding. Flagship Wealth Advisors LLC’s holdings in Schwab U.S. Large-Cap Growth ETF were worth $6,501,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds have also recently modified their holdings of SCHG. Crews Bank & Trust bought a new stake in Schwab U.S. Large-Cap Growth ETF during the 3rd quarter valued at approximately $25,000. Mid American Wealth Advisory Group Inc. purchased a new position in shares of Schwab U.S. Large-Cap Growth ETF in the 2nd quarter valued at approximately $26,000. Atlantic Union Bankshares Corp bought a new stake in shares of Schwab U.S. Large-Cap Growth ETF during the second quarter valued at approximately $29,000. Key Financial Inc boosted its position in shares of Schwab U.S. Large-Cap Growth ETF by 148.6% during the second quarter. Key Financial Inc now owns 1,233 shares of the company’s stock valued at $36,000 after purchasing an additional 737 shares in the last quarter. Finally, Creekmur Asset Management LLC grew its stake in Schwab U.S. Large-Cap Growth ETF by 200.3% in the second quarter. Creekmur Asset Management LLC now owns 1,811 shares of the company’s stock worth $53,000 after purchasing an additional 1,208 shares during the period.

Schwab U.S. Large-Cap Growth ETF Trading Up 0.9%

Shares of SCHG stock opened at $32.18 on Friday. The company’s fifty day moving average price is $32.53 and its 200-day moving average price is $31.67. The stock has a market cap of $52.66 billion, a PE ratio of 34.24 and a beta of 1.15. Schwab U.S. Large-Cap Growth ETF has a 12 month low of $21.37 and a 12 month high of $33.74.

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.