Schwab U.S. Large-Cap Growth ETF (SCHG) is ProVise Management Group LLC’s 8th Largest Position

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ProVise Management Group LLC raised its position in Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG) by 7.2% during the second quarter, according to its most recent 13F filing with the SEC. The fund owned 209,425 shares of the company’s stock after buying an additional 14,154 shares during the period. Schwab U.S. Large-Cap Growth ETF comprises approximately 1.8% of ProVise Management Group LLC’s holdings, making the stock its 8th largest holding. ProVise Management Group LLC owned about 0.25% of Schwab U.S. Large-Cap Growth ETF worth $23,441,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds have also recently made changes to their positions in the company. Financial Counselors Inc. lifted its stake in shares of Schwab U.S. Large-Cap Growth ETF by 855.3% in the 2nd quarter. Financial Counselors Inc. now owns 2,737,110 shares of the company’s stock valued at $20,742,000 after purchasing an additional 2,450,589 shares during the period. Fund Evaluation Group LLC acquired a new position in shares of Schwab U.S. Large-Cap Growth ETF in the 2nd quarter valued at $103,293,000. Financial Engines Advisors L.L.C. lifted its stake in shares of Schwab U.S. Large-Cap Growth ETF by 7.2% in the 2nd quarter. Financial Engines Advisors L.L.C. now owns 10,064,203 shares of the company’s stock valued at $762,685,000 after purchasing an additional 676,170 shares during the period. United Capital Financial Advisers LLC lifted its stake in shares of Schwab U.S. Large-Cap Growth ETF by 429.5% in the 1st quarter. United Capital Financial Advisers LLC now owns 782,708 shares of the company’s stock valued at $56,128,000 after purchasing an additional 634,876 shares during the period. Finally, Cornerstone Wealth Management LLC lifted its stake in shares of Schwab U.S. Large-Cap Growth ETF by 7,980.4% in the 2nd quarter. Cornerstone Wealth Management LLC now owns 603,361 shares of the company’s stock valued at $7,926,000 after purchasing an additional 595,894 shares during the period.

SCHG stock opened at $81.35 on Wednesday. Schwab U.S. Large-Cap Growth ETF has a twelve month low of $64.84 and a twelve month high of $81.99.

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.

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

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