Schwab U.S. Large-Cap Growth ETF $SCHG Shares Acquired by Geneos Wealth Management Inc.

Geneos Wealth Management Inc. increased its position in shares of Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG) by 25.7% during the 1st quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 168,957 shares of the company’s stock after purchasing an additional 34,561 shares during the quarter. Geneos Wealth Management Inc.’s holdings in Schwab U.S. Large-Cap Growth ETF were worth $4,922,000 at the end of the most recent reporting period.

Other institutional investors have also recently added to or reduced their stakes in the company. Foundations Investment Advisors LLC grew its holdings in Schwab U.S. Large-Cap Growth ETF by 10.9% in the 4th quarter. Foundations Investment Advisors LLC now owns 482,907 shares of the company’s stock worth $15,752,000 after buying an additional 47,368 shares in the last quarter. Charles Schwab Trust Co increased its holdings in shares of Schwab U.S. Large-Cap Growth ETF by 1.8% during the fourth quarter. Charles Schwab Trust Co now owns 1,753,222 shares of the company’s stock valued at $57,190,000 after purchasing an additional 30,853 shares during the period. Simplicity Wealth LLC increased its holdings in shares of Schwab U.S. Large-Cap Growth ETF by 13.8% during the fourth quarter. Simplicity Wealth LLC now owns 342,626 shares of the company’s stock valued at $11,176,000 after purchasing an additional 41,469 shares during the period. Dravo Bay LLC raised its stake in shares of Schwab U.S. Large-Cap Growth ETF by 2.6% during the fourth quarter. Dravo Bay LLC now owns 1,213,888 shares of the company’s stock valued at $39,597,000 after purchasing an additional 30,487 shares in the last quarter. Finally, Cypress Financial Planning LLC bought a new stake in shares of Schwab U.S. Large-Cap Growth ETF during the fourth quarter valued at about $3,257,000.

Schwab U.S. Large-Cap Growth ETF Stock Down 0.8%

SCHG stock opened at $34.63 on Friday. The company has a market capitalization of $60.54 billion, a P/E ratio of 34.24 and a beta of 1.19. The company has a 50-day simple moving average of $34.11 and a 200 day simple moving average of $32.32. Schwab U.S. Large-Cap Growth ETF has a fifty-two week low of $27.96 and a fifty-two week high of $35.42.

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. 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.