SkyOak Wealth LLC Purchases 31,081 Shares of Schwab U.S. Large-Cap Growth ETF $SCHG

SkyOak Wealth LLC grew its position 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 13F filing with the Securities and Exchange Commission (SEC). The firm owned 760,537 shares of the company’s stock after buying an additional 31,081 shares during the period. Schwab U.S. Large-Cap Growth ETF accounts for approximately 4.1% of SkyOak Wealth LLC’s investment portfolio, making the stock its 3rd largest position. SkyOak Wealth LLC’s holdings in Schwab U.S. Large-Cap Growth ETF were worth $22,154,000 at the end of the most recent quarter.

Other institutional investors have also recently made changes to their positions in the company. Garton & Associates Financial Advisors LLC purchased a new position in Schwab U.S. Large-Cap Growth ETF in the fourth quarter worth approximately $27,000. Cary Street Partners Investment Advisory LLC increased its position in shares of Schwab U.S. Large-Cap Growth ETF by 1,922.6% during the 4th quarter. Cary Street Partners Investment Advisory LLC now owns 1,072 shares of the company’s stock worth $35,000 after purchasing an additional 1,019 shares during the last quarter. MBM Wealth Consultants LLC acquired a new stake in shares of Schwab U.S. Large-Cap Growth ETF during the 1st quarter worth about $48,000. Manning & Napier Advisors LLC purchased a new stake in Schwab U.S. Large-Cap Growth ETF in the 4th quarter valued at about $49,000. Finally, Kingdom Financial Group LLC. acquired a new position in Schwab U.S. Large-Cap Growth ETF in the fourth quarter valued at about $49,000.

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

Shares of SCHG stock opened at $34.54 on Friday. Schwab U.S. Large-Cap Growth ETF has a 1-year low of $27.96 and a 1-year high of $35.42. The firm has a market cap of $60.32 billion, a PE ratio of 34.24 and a beta of 1.19. The company has a 50-day moving average of $33.98 and a two-hundred day moving average of $32.26.

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. 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.