Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG) Shares Acquired by Valeo Financial Advisors LLC

Valeo Financial Advisors LLC grew its stake in Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG) by 243.1% during the fourth quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 40,031 shares of the company’s stock after purchasing an additional 28,362 shares during the quarter. Valeo Financial Advisors LLC’s holdings in Schwab U.S. Large-Cap Growth ETF were worth $1,116,000 as of its most recent filing with the SEC.

Other institutional investors have also modified their holdings of the company. Carnegie Investment Counsel raised its stake in shares of Schwab U.S. Large-Cap Growth ETF by 293.5% in the 4th 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. Summit Wealth & Retirement Planning Inc. raised its stake 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 purchasing an additional 1,142,247 shares in the last quarter. Burney Co. raised its stake in Schwab U.S. Large-Cap Growth ETF by 117.9% during the fourth quarter. Burney Co. now owns 11,668 shares of the company’s stock worth $325,000 after acquiring an additional 6,313 shares during the period. Kingsview Wealth Management LLC raised its stake in Schwab U.S. Large-Cap Growth ETF by 363.6% during the fourth quarter. Kingsview Wealth Management LLC now owns 421,641 shares of the company’s stock worth $11,751,000 after acquiring an additional 330,686 shares during the period. Finally, Copley Financial Group Inc. acquired a new stake in Schwab U.S. Large-Cap Growth ETF during the third quarter worth about $278,000.

Schwab U.S. Large-Cap Growth ETF Stock Up 0.2 %

SCHG opened at $28.94 on Friday. The firm has a market cap of $8.46 billion, a price-to-earnings ratio of 39.82 and a beta of 1.25. Schwab U.S. Large-Cap Growth ETF has a fifty-two week low of $21.68 and a fifty-two week high of $29.14. The company’s 50-day moving average price is $28.43 and its 200 day moving average price is $26.88.

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.