Howard Financial Services LTD. Boosts Stake in Schwab U.S. Large-Cap Growth ETF $SCHG

Howard Financial Services LTD. raised its holdings in shares of Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG) by 81.0% in the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 524,856 shares of the company’s stock after buying an additional 234,959 shares during the period. Schwab U.S. Large-Cap Growth ETF comprises approximately 2.0% of Howard Financial Services LTD.’s investment portfolio, making the stock its 15th biggest position. Howard Financial Services LTD.’s holdings in Schwab U.S. Large-Cap Growth ETF were worth $16,748,000 at the end of the most recent quarter.

A number of other hedge funds have also recently modified their holdings of the business. Spire Wealth Management lifted its stake in shares of Schwab U.S. Large-Cap Growth ETF by 22.7% during the 3rd quarter. Spire Wealth Management now owns 77,673 shares of the company’s stock worth $2,479,000 after acquiring an additional 14,389 shares during the last quarter. Moran Wealth Management LLC grew its position in Schwab U.S. Large-Cap Growth ETF by 78.0% in the 3rd quarter. Moran Wealth Management LLC now owns 28,628 shares of the company’s stock valued at $914,000 after acquiring an additional 12,549 shares during the last quarter. CX Institutional increased its stake in Schwab U.S. Large-Cap Growth ETF by 3.6% in the third quarter. CX Institutional now owns 196,485 shares of the company’s stock worth $6,270,000 after purchasing an additional 6,868 shares during the period. Strategic Blueprint LLC lifted its position in shares of Schwab U.S. Large-Cap Growth ETF by 10.0% during the third quarter. Strategic Blueprint LLC now owns 1,831,652 shares of the company’s stock worth $58,448,000 after purchasing an additional 167,003 shares during the last quarter. Finally, Seneca Financial Advisors LLC lifted its position in shares of Schwab U.S. Large-Cap Growth ETF by 2.3% during the third quarter. Seneca Financial Advisors LLC now owns 815,791 shares of the company’s stock worth $26,032,000 after purchasing an additional 18,671 shares during the last quarter.

Schwab U.S. Large-Cap Growth ETF Trading Up 0.2%

Shares of SCHG opened at $32.92 on Thursday. The firm has a fifty day moving average price of $32.64 and a 200-day moving average price of $31.42. The firm has a market capitalization of $53.44 billion, a P/E 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 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.