SkyOak Wealth LLC Grows Holdings in Schwab U.S. Large-Cap Growth ETF $SCHG

SkyOak Wealth LLC grew its holdings in shares of Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG) by 3.4% in the second quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 786,395 shares of the company’s stock after buying an additional 25,858 shares during the quarter. Schwab U.S. Large-Cap Growth ETF accounts for about 4.4% of SkyOak Wealth LLC’s holdings, making the stock its 3rd biggest position. SkyOak Wealth LLC’s holdings in Schwab U.S. Large-Cap Growth ETF were worth $26,612,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors also recently made changes to their positions in the company. Advisortrust Partners LLC acquired a new stake in shares of Schwab U.S. Large-Cap Growth ETF in the 1st quarter worth about $25,000. Garton & Associates Financial Advisors LLC acquired a new position in Schwab U.S. Large-Cap Growth ETF during the 4th quarter valued at about $27,000. Center for Financial Planning Inc. bought a new stake in Schwab U.S. Large-Cap Growth ETF during the 1st quarter worth approximately $28,000. Cary Street Partners Investment Advisory LLC increased its holdings in Schwab U.S. Large-Cap Growth ETF by 1,922.6% during the 4th 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 in the last quarter. Finally, MBM Wealth Consultants LLC bought a new stake in Schwab U.S. Large-Cap Growth ETF during the 1st quarter worth approximately $48,000.

Schwab U.S. Large-Cap Growth ETF Stock Down 1.1%

Shares of Schwab U.S. Large-Cap Growth ETF stock opened at $35.27 on Wednesday. Schwab U.S. Large-Cap Growth ETF has a 52 week low of $27.96 and a 52 week high of $36.11. The business has a 50 day moving average price of $34.63 and a 200-day moving average price of $32.95. The company has a market cap of $61.88 billion, a PE ratio of 34.24 and a beta of 1.19.

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.