Trek Financial LLC Acquires 19,226 Shares of Schwab U.S. Large-Cap Growth ETF $SCHG

Trek Financial LLC increased its holdings in Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG) by 12.7% during the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 170,715 shares of the company’s stock after purchasing an additional 19,226 shares during the quarter. Trek Financial LLC’s holdings in Schwab U.S. Large-Cap Growth ETF were worth $5,569,000 at the end of the most recent reporting period.

Other institutional investors also recently modified their holdings of the company. Westfuller Advisors LLC bought a new stake in shares of Schwab U.S. Large-Cap Growth ETF in the third quarter worth $26,000. REAP Financial Group LLC bought a new stake in Schwab U.S. Large-Cap Growth ETF during the third quarter valued at $28,000. Bessemer Group Inc. bought a new stake in Schwab U.S. Large-Cap Growth ETF during the third quarter valued at $31,000. Howe & Rusling Inc. boosted its position in Schwab U.S. Large-Cap Growth ETF by 37.7% during the third quarter. Howe & Rusling Inc. now owns 1,212 shares of the company’s stock valued at $39,000 after acquiring an additional 332 shares during the last quarter. Finally, Manning & Napier Advisors LLC bought a new stake in Schwab U.S. Large-Cap Growth ETF during the fourth quarter valued at $49,000.

Schwab U.S. Large-Cap Growth ETF Trading Up 0.0%

Shares of SCHG opened at $34.13 on Tuesday. The stock has a market capitalization of $57.69 billion, a P/E ratio of 34.24 and a beta of 1.19. The firm’s fifty day simple moving average is $31.03 and its two-hundred day simple moving average is $31.83. Schwab U.S. Large-Cap Growth ETF has a 12 month low of $26.66 and a 12 month high of $34.26.

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.