Latko Wealth Management Ltd. Grows Position in Schwab U.S. Large-Cap Growth ETF $SCHG

Latko Wealth Management Ltd. raised its holdings in Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG) by 29.2% in the third quarter, according to the company in its most recent disclosure with the SEC. The firm owned 148,692 shares of the company’s stock after acquiring an additional 33,609 shares during the quarter. Schwab U.S. Large-Cap Growth ETF accounts for about 2.4% of Latko Wealth Management Ltd.’s holdings, making the stock its 12th biggest position. Latko Wealth Management Ltd.’s holdings in Schwab U.S. Large-Cap Growth ETF were worth $4,745,000 as of its most recent filing with the SEC.

Other institutional investors and hedge funds have also made changes to their positions in the company. Crews Bank & Trust purchased a new stake in shares of Schwab U.S. Large-Cap Growth ETF during the 3rd quarter worth approximately $25,000. Mid American Wealth Advisory Group Inc. purchased a new position in Schwab U.S. Large-Cap Growth ETF in the 2nd quarter valued at approximately $26,000. Westfuller Advisors LLC acquired a new position in Schwab U.S. Large-Cap Growth ETF during the third quarter worth $26,000. Atlantic Union Bankshares Corp purchased a new stake in Schwab U.S. Large-Cap Growth ETF during the second quarter worth $29,000. Finally, Bessemer Group Inc. acquired a new stake in Schwab U.S. Large-Cap Growth ETF in the third quarter valued at $31,000.

Schwab U.S. Large-Cap Growth ETF Stock Up 2.1%

Shares of SCHG stock opened at $31.11 on Monday. The stock has a market cap of $50.92 billion, a P/E ratio of 34.24 and a beta of 1.15. 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. The business has a fifty day simple moving average of $32.48 and a 200-day simple moving average of $31.88.

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.