Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG) is Cape Investment Advisory Inc.’s 3rd Largest Position

Cape Investment Advisory Inc. boosted its position in shares of Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG) by 276.3% in the 4th quarter, according to its most recent filing with the Securities & Exchange Commission. The institutional investor owned 276,106 shares of the company’s stock after acquiring an additional 202,729 shares during the period. Schwab U.S. Large-Cap Growth ETF comprises 3.0% of Cape Investment Advisory Inc.’s investment portfolio, making the stock its 3rd biggest holding. Cape Investment Advisory Inc. owned about 0.09% of Schwab U.S. Large-Cap Growth ETF worth $7,695,000 at the end of the most recent reporting period.

A number of other large investors also recently modified their holdings of SCHG. Koshinski Asset Management Inc. increased its holdings in Schwab U.S. Large-Cap Growth ETF by 324,108.5% in the fourth quarter. Koshinski Asset Management Inc. now owns 1,563,819,806 shares of the company’s stock valued at $43,583,658,000 after buying an additional 1,563,337,456 shares during the last quarter. Mather Group LLC. boosted its position in shares of Schwab U.S. Large-Cap Growth ETF by 301.4% during the 4th quarter. Mather Group LLC. now owns 39,195,946 shares of the company’s stock worth $1,092,391,000 after acquiring an additional 29,430,979 shares in the last quarter. McAdam LLC increased its holdings in shares of Schwab U.S. Large-Cap Growth ETF by 312.3% in the 4th quarter. McAdam LLC now owns 7,620,902 shares of the company’s stock valued at $212,395,000 after acquiring an additional 5,772,375 shares during the last quarter. Thrive Wealth Management LLC raised its position in shares of Schwab U.S. Large-Cap Growth ETF by 300.4% during the 4th quarter. Thrive Wealth Management LLC now owns 5,128,931 shares of the company’s stock worth $142,943,000 after acquiring an additional 3,848,061 shares in the last quarter. Finally, Focus Financial Network Inc. lifted its stake in Schwab U.S. Large-Cap Growth ETF by 303.6% during the fourth quarter. Focus Financial Network Inc. now owns 4,609,367 shares of the company’s stock worth $128,463,000 after purchasing an additional 3,467,433 shares during the last quarter.

Schwab U.S. Large-Cap Growth ETF Stock Up 1.8 %

Shares of SCHG opened at $27.28 on Friday. The company has a market capitalization of $37.65 billion, a price-to-earnings ratio of 36.44 and a beta of 1.11. Schwab U.S. Large-Cap Growth ETF has a 52-week low of $21.68 and a 52-week high of $29.14. The stock has a 50 day moving average price of $28.32 and a 200 day moving average price of $27.16.

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.