Krilogy Financial LLC Has $120 Million Stock Holdings in Schwab U.S. Large-Cap Growth ETF $SCHG

Krilogy Financial LLC lifted its position in shares of Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG) by 7.8% during the first quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 3,734,904 shares of the company’s stock after buying an additional 269,835 shares during the quarter. Schwab U.S. Large-Cap Growth ETF makes up 3.9% of Krilogy Financial LLC’s holdings, making the stock its largest holding. Krilogy Financial LLC owned about 0.23% of Schwab U.S. Large-Cap Growth ETF worth $120,002,000 at the end of the most recent quarter.

Several other institutional investors have also recently made changes to their positions in the company. Valpey Financial Services LLC grew its holdings in Schwab U.S. Large-Cap Growth ETF by 3,085.3% during the 4th quarter. Valpey Financial Services LLC now owns 8,003,802 shares of the company’s stock worth $245,365,000 after acquiring an additional 7,752,527 shares in the last quarter. Focus Partners Wealth lifted its holdings in Schwab U.S. Large-Cap Growth ETF by 655.4% during the fourth quarter. Focus Partners Wealth now owns 6,602,251 shares of the company’s stock worth $215,286,000 after buying an additional 5,728,214 shares during the period. Charles Schwab Investment Management Inc. lifted its stake in shares of Schwab U.S. Large-Cap Growth ETF by 9.4% during the 4th quarter. Charles Schwab Investment Management Inc. now owns 37,744,872 shares of the company’s stock worth $1,231,238,000 after purchasing an additional 3,230,427 shares during the last quarter. Thrivent Financial for Lutherans lifted its stake in shares of Schwab U.S. Large-Cap Growth ETF by 7,909.6% during the 4th quarter. Thrivent Financial for Lutherans now owns 3,110,459 shares of the company’s stock worth $101,473,000 after purchasing an additional 3,071,625 shares during the last quarter. Finally, BlueStem Wealth Partners LLC bought a new stake in Schwab U.S. Large-Cap Growth ETF during the fourth quarter valued at about $92,090,000.

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

Shares of Schwab U.S. Large-Cap Growth ETF stock opened at $33.02 on Wednesday. The company has a market capitalization of $55.81 billion, a PE ratio of 34.24 and a beta of 1.19. The company has a 50-day simple moving average of $33.63 and a two-hundred day simple moving average of $32.16. Schwab U.S. Large-Cap Growth ETF has a one year low of $27.96 and a one 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.