Schwab U.S. Large-Cap Growth ETF $SCHG Stock Holdings Lifted by SkyOak Wealth LLC

SkyOak Wealth LLC increased its stake in Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG) by 4.3% in the 1st quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 760,537 shares of the company’s stock after acquiring an additional 31,081 shares during the quarter. Schwab U.S. Large-Cap Growth ETF makes up about 4.1% of SkyOak Wealth LLC’s portfolio, making the stock its 3rd biggest holding. SkyOak Wealth LLC’s holdings in Schwab U.S. Large-Cap Growth ETF were worth $22,154,000 as of its most recent filing with the SEC.

Several other hedge funds and other institutional investors have also added to or reduced their stakes in SCHG. Foundations Investment Advisors LLC lifted 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 valued at $15,752,000 after purchasing an additional 47,368 shares in the last quarter. Charles Schwab Trust Co lifted its stake in shares of Schwab U.S. Large-Cap Growth ETF by 1.8% in the fourth quarter. Charles Schwab Trust Co now owns 1,753,222 shares of the company’s stock worth $57,190,000 after buying an additional 30,853 shares in the last quarter. Simplicity Wealth LLC boosted its position in 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 worth $11,176,000 after acquiring an additional 41,469 shares during the last quarter. Advisory Services Network LLC grew its stake in Schwab U.S. Large-Cap Growth ETF by 10.4% during the 3rd quarter. Advisory Services Network LLC now owns 536,365 shares of the company’s stock valued at $17,115,000 after acquiring an additional 50,616 shares in the last quarter. Finally, Dravo Bay LLC raised its holdings in Schwab U.S. Large-Cap Growth ETF by 2.6% in the 4th quarter. Dravo Bay LLC now owns 1,213,888 shares of the company’s stock valued at $39,597,000 after acquiring an additional 30,487 shares during the last quarter.

Schwab U.S. Large-Cap Growth ETF Price Performance

SCHG opened at $34.54 on Friday. The firm has a market capitalization of $60.32 billion, a price-to-earnings ratio of 34.24 and a beta of 1.19. The company’s 50 day simple moving average is $33.98 and its two-hundred day simple moving average is $32.26. Schwab U.S. Large-Cap Growth ETF has a 1-year low of $27.96 and a 1-year 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.