RFG Bristol Wealth Advisors LLC Raises Stake in Schwab U.S. Large-Cap Growth ETF $SCHG

RFG Bristol Wealth Advisors LLC raised its holdings in Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG) by 21.0% during the first quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 160,529 shares of the company’s stock after purchasing an additional 27,852 shares during the quarter. Schwab U.S. Large-Cap Growth ETF comprises approximately 1.3% of RFG Bristol Wealth Advisors LLC’s portfolio, making the stock its 19th largest holding. RFG Bristol Wealth Advisors LLC’s holdings in Schwab U.S. Large-Cap Growth ETF were worth $4,676,000 as of its most recent SEC filing.

Other institutional investors and hedge funds have also made changes to their positions in the company. Milestone Investment Advisors LLC boosted its stake in shares of Schwab U.S. Large-Cap Growth ETF by 0.8% during the first quarter. Milestone Investment Advisors LLC now owns 1,022,063 shares of the company’s stock worth $29,773,000 after buying an additional 7,657 shares during the period. Blackhawk Capital Partners LLC grew its holdings in shares of Schwab U.S. Large-Cap Growth ETF by 8.4% during the first quarter. Blackhawk Capital Partners LLC now owns 26,019 shares of the company’s stock worth $758,000 after buying an additional 2,008 shares during the last quarter. Schwallier Wealth Management LLC increased its position in Schwab U.S. Large-Cap Growth ETF by 8.6% in the 1st quarter. Schwallier Wealth Management LLC now owns 660,428 shares of the company’s stock valued at $19,238,000 after acquiring an additional 52,154 shares during the period. Geneos Wealth Management Inc. increased its position in Schwab U.S. Large-Cap Growth ETF by 25.7% in the 1st quarter. Geneos Wealth Management Inc. now owns 168,957 shares of the company’s stock valued at $4,922,000 after acquiring an additional 34,561 shares during the period. Finally, CFO Capital Management LLC increased its position in Schwab U.S. Large-Cap Growth ETF by 19.0% in the 1st quarter. CFO Capital Management LLC now owns 24,917 shares of the company’s stock valued at $726,000 after acquiring an additional 3,984 shares during the period.

Schwab U.S. Large-Cap Growth ETF Stock Up 0.9%

SCHG opened at $34.90 on Thursday. Schwab U.S. Large-Cap Growth ETF has a 52 week low of $27.96 and a 52 week high of $35.42. The business has a 50 day moving average price of $34.10 and a two-hundred day moving average price of $32.31. The company has a market cap of $61.01 billion, a PE ratio of 34.24 and a beta of 1.19.

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.