RKL Wealth Management LLC Sells 1,660 Shares of Schwab U.S. Large-Cap Growth ETF (SCHG)


RKL Wealth Management LLC cut its holdings in Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG) by 2.6% during the third quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 63,110 shares of the company’s stock after selling 1,660 shares during the quarter. Schwab U.S. Large-Cap Growth ETF comprises approximately 1.1% of RKL Wealth Management LLC’s portfolio, making the stock its 25th largest holding. RKL Wealth Management LLC owned about 0.07% of Schwab U.S. Large-Cap Growth ETF worth $5,174,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors have also bought and sold shares of the business. Financial Counselors Inc. increased its stake in shares of Schwab U.S. Large-Cap Growth ETF by 855.3% during the second quarter. Financial Counselors Inc. now owns 2,737,110 shares of the company’s stock worth $20,742,000 after acquiring an additional 2,450,589 shares during the period. Fund Evaluation Group LLC acquired a new position in Schwab U.S. Large-Cap Growth ETF during the second quarter worth about $103,293,000. Financial Engines Advisors L.L.C. grew its position in Schwab U.S. Large-Cap Growth ETF by 8.4% during the third quarter. Financial Engines Advisors L.L.C. now owns 10,911,049 shares of the company’s stock worth $894,897,000 after buying an additional 846,846 shares during the period. Cornerstone Wealth Management LLC lifted its holdings in shares of Schwab U.S. Large-Cap Growth ETF by 7,980.4% in the second 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 in the last quarter. Finally, Mather Group LLC. lifted its holdings in shares of Schwab U.S. Large-Cap Growth ETF by 93.7% in the second quarter. Mather Group LLC. now owns 847,434 shares of the company’s stock valued at $64,219,000 after purchasing an additional 409,861 shares in the last quarter.

Shares of SCHG traded down $2.75 on Wednesday, hitting $74.34. 683,424 shares of the stock traded hands, compared to its average volume of 421,603. Schwab U.S. Large-Cap Growth ETF has a 1 year low of $67.83 and a 1 year high of $82.71.

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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.

Further Reading: How Do You Calculate Return on Equity (ROE)?

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

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