SkyOak Wealth LLC Has $22.99 Million Holdings in Schwab U.S. Large-Cap Growth ETF $SCHG

SkyOak Wealth LLC reduced its stake in Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG) by 4.5% during the 3rd quarter, Holdings Channel.com reports. The firm owned 720,297 shares of the company’s stock after selling 34,324 shares during the period. Schwab U.S. Large-Cap Growth ETF accounts for 4.3% of SkyOak Wealth LLC’s holdings, making the stock its 3rd largest holding. SkyOak Wealth LLC’s holdings in Schwab U.S. Large-Cap Growth ETF were worth $22,985,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other hedge funds also recently modified their holdings of SCHG. Crews Bank & Trust bought a new position in Schwab U.S. Large-Cap Growth ETF in the 3rd quarter valued at about $25,000. Mid American Wealth Advisory Group Inc. bought a new position in shares of Schwab U.S. Large-Cap Growth ETF during the second quarter worth approximately $26,000. Atlantic Union Bankshares Corp acquired a new stake in Schwab U.S. Large-Cap Growth ETF during the 2nd quarter worth approximately $29,000. Key Financial Inc lifted its holdings in Schwab U.S. Large-Cap Growth ETF by 148.6% during the 2nd quarter. Key Financial Inc now owns 1,233 shares of the company’s stock worth $36,000 after purchasing an additional 737 shares during the last quarter. Finally, Creekmur Asset Management LLC boosted its stake in Schwab U.S. Large-Cap Growth ETF by 200.3% in the 2nd quarter. Creekmur Asset Management LLC now owns 1,811 shares of the company’s stock valued at $53,000 after purchasing an additional 1,208 shares during the period.

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

SCHG stock opened at $32.84 on Wednesday. The stock has a market capitalization of $53.23 billion, a price-to-earnings ratio of 34.24 and a beta of 1.15. The business’s fifty day moving average price is $32.65 and its two-hundred day moving average price is $31.41. Schwab U.S. Large-Cap Growth ETF has a fifty-two week low of $21.37 and a fifty-two week high of $33.74.

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.