MBA Advisors LLC Has $11.56 Million Position in Schwab U.S. Large-Cap Growth ETF $SCHG

MBA Advisors LLC raised its holdings in shares of Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHGFree Report) by 6.7% in the 2nd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 341,586 shares of the company’s stock after buying an additional 21,390 shares during the quarter. Schwab U.S. Large-Cap Growth ETF comprises about 3.8% of MBA Advisors LLC’s holdings, making the stock its 5th largest position. MBA Advisors LLC’s holdings in Schwab U.S. Large-Cap Growth ETF were worth $11,559,000 at the end of the most recent quarter.

A number of other institutional investors have also recently made changes to their positions in the stock. Foundations Investment Advisors LLC raised its holdings in shares of Schwab U.S. Large-Cap Growth ETF by 10.9% during the 4th quarter. Foundations Investment Advisors LLC now owns 482,907 shares of the company’s stock valued at $15,752,000 after buying an additional 47,368 shares in the last quarter. Independent Advisor Alliance boosted its position in Schwab U.S. Large-Cap Growth ETF by 57.2% during the fourth quarter. Independent Advisor Alliance now owns 181,109 shares of the company’s stock valued at $5,908,000 after buying an additional 65,918 shares during the period. Vise Technologies Inc. boosted its holdings in Schwab U.S. Large-Cap Growth ETF by 159.8% during the 4th quarter. Vise Technologies Inc. now owns 51,074 shares of the company’s stock valued at $1,666,000 after acquiring an additional 31,412 shares during the period. XML Financial LLC increased its stake in shares of Schwab U.S. Large-Cap Growth ETF by 8.6% in the first quarter. XML Financial LLC now owns 1,631,157 shares of the company’s stock worth $47,516,000 after buying an additional 129,500 shares during the period. Finally, Catalyst Investment Management LLC purchased a new position in shares of Schwab U.S. Large-Cap Growth ETF in the fourth quarter valued at about $2,164,000.

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

SCHG opened at $35.32 on Thursday. The firm has a market capitalization of $61.97 billion, a price-to-earnings ratio of 34.24 and a beta of 1.19. The business has a 50 day simple moving average of $34.68 and a two-hundred day simple moving average of $32.99. Schwab U.S. Large-Cap Growth ETF has a one year low of $27.96 and a one year high of $36.11.

Schwab U.S. Large-Cap Growth ETF Profile

(Free Report)

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.

Read More

Institutional Ownership by Quarter for Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG)

Receive News & Ratings for Schwab U.S. Large-Cap Growth ETF Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Schwab U.S. Large-Cap Growth ETF and related companies with MarketBeat.com's FREE daily email newsletter.