Koss Olinger Consulting LLC lifted its stake in shares of Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG – Free Report) by 300.0% in the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 10,000 shares of the company’s stock after acquiring an additional 7,500 shares during the period. Koss Olinger Consulting LLC’s holdings in Schwab U.S. Large-Cap Growth ETF were worth $279,000 at the end of the most recent quarter.
Other large investors also recently made changes to their positions in the company. Carnegie Investment Counsel grew its position in Schwab U.S. Large-Cap Growth ETF by 293.5% in the fourth quarter. Carnegie Investment Counsel now owns 16,062 shares of the company’s stock valued at $448,000 after purchasing an additional 11,980 shares in the last quarter. HighMark Wealth Management LLC grew its position in Schwab U.S. Large-Cap Growth ETF by 300.2% in the fourth quarter. HighMark Wealth Management LLC now owns 2,045 shares of the company’s stock valued at $57,000 after purchasing an additional 1,534 shares in the last quarter. Jones Financial Companies Lllp grew its position in shares of Schwab U.S. Large-Cap Growth ETF by 758.6% in the 4th quarter. Jones Financial Companies Lllp now owns 301,293 shares of the company’s stock valued at $8,397,000 after acquiring an additional 266,200 shares during the period. Summit Wealth & Retirement Planning Inc. grew its position in shares of Schwab U.S. Large-Cap Growth ETF by 292.7% in the 4th quarter. Summit Wealth & Retirement Planning Inc. now owns 1,532,498 shares of the company’s stock valued at $42,711,000 after acquiring an additional 1,142,247 shares during the period. Finally, Burney Co. grew its position in shares of Schwab U.S. Large-Cap Growth ETF by 117.9% in the 4th quarter. Burney Co. now owns 11,668 shares of the company’s stock valued at $325,000 after acquiring an additional 6,313 shares during the period.
Schwab U.S. Large-Cap Growth ETF Price Performance
Shares of SCHG opened at $25.61 on Thursday. The firm has a 50-day moving average of $27.64 and a 200-day moving average of $27.20. Schwab U.S. Large-Cap Growth ETF has a one year low of $21.68 and a one year high of $29.14. The company has a market cap of $35.34 billion, a PE ratio of 31.74 and a beta of 1.13.
Schwab U.S. Large-Cap Growth ETF Company 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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