Montag & Caldwell LLC Purchases New Position in Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG)

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Montag & Caldwell LLC purchased a new stake in Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG) in the second quarter, according to the company in its most recent disclosure with the SEC. The firm purchased 3,311 shares of the company’s stock, valued at approximately $276,000.

Other large investors have also made changes to their positions in the company. Sigma Planning Corp lifted its stake in Schwab U.S. Large-Cap Growth ETF by 11.1% in the second quarter. Sigma Planning Corp now owns 52,454 shares of the company’s stock worth $4,365,000 after purchasing an additional 5,246 shares during the last quarter. Kavar Capital Partners LLC bought a new stake in Schwab U.S. Large-Cap Growth ETF in the second quarter worth about $68,000. Chesapeake Wealth Management lifted its stake in Schwab U.S. Large-Cap Growth ETF by 52.6% in the second quarter. Chesapeake Wealth Management now owns 5,905 shares of the company’s stock worth $491,000 after purchasing an additional 2,035 shares during the last quarter. Advisory Services Network LLC lifted its stake in Schwab U.S. Large-Cap Growth ETF by 57.2% in the second quarter. Advisory Services Network LLC now owns 19,390 shares of the company’s stock worth $1,613,000 after purchasing an additional 7,053 shares during the last quarter. Finally, Fund Evaluation Group LLC lifted its stake in Schwab U.S. Large-Cap Growth ETF by 42.7% in the second quarter. Fund Evaluation Group LLC now owns 1,378,707 shares of the company’s stock worth $114,722,000 after purchasing an additional 412,467 shares during the last quarter.

NYSEARCA SCHG traded up $0.37 during trading on Thursday, hitting $81.61. The stock had a trading volume of 1,573 shares, compared to its average volume of 529,888. The firm’s 50 day moving average price is $84.36. Schwab U.S. Large-Cap Growth ETF has a one year low of $64.30 and a one year high of $86.36.

About Schwab U.S. Large-Cap Growth ETF

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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