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

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

Several other hedge funds have also recently bought and sold shares of the stock. Lederer & Associates Investment Counsel CA grew its holdings in shares of Schwab U.S. Large-Cap Growth ETF by 1.7% during the fourth quarter. Lederer & Associates Investment Counsel CA now owns 7,840 shares of the company’s stock worth $650,000 after purchasing an additional 129 shares during the last quarter. BKA Wealth Consulting Inc. grew its holdings in shares of Schwab U.S. Large-Cap Growth ETF by 2.8% during the fourth quarter. BKA Wealth Consulting Inc. now owns 4,978 shares of the company’s stock worth $413,000 after purchasing an additional 135 shares during the last quarter. SignalPoint Asset Management LLC grew its holdings in shares of Schwab U.S. Large-Cap Growth ETF by 1.5% during the fourth quarter. SignalPoint Asset Management LLC now owns 9,418 shares of the company’s stock worth $781,000 after purchasing an additional 142 shares during the last quarter. Crescent Sterling Ltd. grew its holdings in shares of Schwab U.S. Large-Cap Growth ETF by 0.8% during the fourth quarter. Crescent Sterling Ltd. now owns 19,463 shares of the company’s stock worth $1,615,000 after purchasing an additional 145 shares during the last quarter. Finally, Hazlett Burt & Watson Inc. grew its holdings in shares of Schwab U.S. Large-Cap Growth ETF by 4.3% during the third quarter. Hazlett Burt & Watson Inc. now owns 4,044 shares of the company’s stock worth $295,000 after purchasing an additional 168 shares during the last quarter.

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

Shares of SCHG stock traded up $1.73 during trading hours on Friday, hitting $90.58. 1,385,973 shares of the company’s stock were exchanged, compared to its average volume of 1,484,274. The stock’s 50-day moving average is $91.15 and its 200-day moving average is $84.41. The stock has a market cap of $26.34 billion, a price-to-earnings ratio of 41.12 and a beta of 1.25. Schwab U.S. Large-Cap Growth ETF has a 52 week low of $64.60 and a 52 week high of $93.84.

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.