Schwab U.S. Large-Cap Growth ETF $SCHG is Ballast Advisors LLC’s 4th Largest Position

Ballast Advisors LLC reduced its position in shares of Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG) by 2.7% in the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 915,285 shares of the company’s stock after selling 25,286 shares during the period. Schwab U.S. Large-Cap Growth ETF makes up 7.9% of Ballast Advisors LLC’s portfolio, making the stock its 4th biggest holding. Ballast Advisors LLC’s holdings in Schwab U.S. Large-Cap Growth ETF were worth $26,735,000 at the end of the most recent quarter.

A number of other hedge funds have also recently made changes to their positions in the company. Ingalls & Snyder LLC purchased a new position in shares of Schwab U.S. Large-Cap Growth ETF during the 2nd quarter valued at $207,000. Schneider Downs Wealth Management Advisors LP grew its position in shares of Schwab U.S. Large-Cap Growth ETF by 4.0% during the 2nd quarter. Schneider Downs Wealth Management Advisors LP now owns 1,640,699 shares of the company’s stock valued at $47,925,000 after purchasing an additional 62,669 shares in the last quarter. Heirloom Wealth Management grew its position in shares of Schwab U.S. Large-Cap Growth ETF by 2.3% during the 2nd quarter. Heirloom Wealth Management now owns 113,543 shares of the company’s stock valued at $3,317,000 after purchasing an additional 2,518 shares in the last quarter. Brighton Jones LLC grew its position in shares of Schwab U.S. Large-Cap Growth ETF by 51.0% during the 2nd quarter. Brighton Jones LLC now owns 18,956 shares of the company’s stock valued at $554,000 after purchasing an additional 6,406 shares in the last quarter. Finally, CVA Family Office LLC grew its position in shares of Schwab U.S. Large-Cap Growth ETF by 8.9% during the 2nd quarter. CVA Family Office LLC now owns 166,666 shares of the company’s stock valued at $4,868,000 after purchasing an additional 13,633 shares in the last quarter.

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

Shares of NYSEARCA:SCHG opened at $32.69 on Friday. Schwab U.S. Large-Cap Growth ETF has a 52-week low of $21.37 and a 52-week high of $32.78. The firm has a fifty day moving average of $31.47 and a 200 day moving average of $29.09. The firm has a market capitalization of $51.94 billion, a PE ratio of 34.24 and a beta of 1.10.

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.