Marshall Financial Group Inc. ADV Has $32.25 Million Stake in Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG)

Marshall Financial Group Inc. ADV increased its stake in Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG) by 290.7% during the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 1,157,218 shares of the company’s stock after purchasing an additional 861,050 shares during the period. Schwab U.S. Large-Cap Growth ETF accounts for 9.9% of Marshall Financial Group Inc. ADV’s portfolio, making the stock its largest position. Marshall Financial Group Inc. ADV owned approximately 0.40% of Schwab U.S. Large-Cap Growth ETF worth $32,252,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other hedge funds and other institutional investors have also added to or reduced their stakes in SCHG. Boyce & Associates Wealth Consulting Inc. increased its holdings in shares of Schwab U.S. Large-Cap Growth ETF by 2.2% in the third quarter. Boyce & Associates Wealth Consulting Inc. now owns 5,080 shares of the company’s stock valued at $529,000 after buying an additional 109 shares in the last quarter. Evanson Asset Management LLC boosted its position in shares of Schwab U.S. Large-Cap Growth ETF by 10.2% in the 3rd quarter. Evanson Asset Management LLC now owns 3,023 shares of the company’s stock valued at $315,000 after purchasing an additional 280 shares during the period. KCM Investment Advisors LLC boosted its position in shares of Schwab U.S. Large-Cap Growth ETF by 4.6% in the 3rd quarter. KCM Investment Advisors LLC now owns 8,324 shares of the company’s stock valued at $867,000 after purchasing an additional 368 shares during the period. Warner Financial Inc. increased its stake in Schwab U.S. Large-Cap Growth ETF by 0.6% in the 3rd quarter. Warner Financial Inc. now owns 63,361 shares of the company’s stock worth $6,601,000 after purchasing an additional 376 shares in the last quarter. Finally, Patrick M Sweeney & Associates Inc. raised its holdings in shares of Schwab U.S. Large-Cap Growth ETF by 14.1% during the third quarter. Patrick M Sweeney & Associates Inc. now owns 3,138 shares of the company’s stock valued at $327,000 after acquiring an additional 388 shares during the period.

Schwab U.S. Large-Cap Growth ETF Trading Down 1.8 %

Shares of NYSEARCA:SCHG opened at $28.02 on Monday. Schwab U.S. Large-Cap Growth ETF has a 1 year low of $21.27 and a 1 year high of $29.14. The business has a fifty day simple moving average of $28.31 and a 200 day simple moving average of $26.62. The firm has a market cap of $8.20 billion, a price-to-earnings ratio of 39.82 and a beta of 1.25.

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.