Geneos Wealth Management Inc. Boosts Holdings in Schwab U.S. Large-Cap Growth ETF $SCHG

Geneos Wealth Management Inc. grew its stake in shares of Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG) by 25.7% in the first quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 168,957 shares of the company’s stock after acquiring an additional 34,561 shares during the quarter. Geneos Wealth Management Inc.’s holdings in Schwab U.S. Large-Cap Growth ETF were worth $4,922,000 at the end of the most recent quarter.

Other hedge funds have also modified their holdings of the company. Duncker Streett & Co. Inc. lifted its holdings in shares of Schwab U.S. Large-Cap Growth ETF by 0.4% during the 4th quarter. Duncker Streett & Co. Inc. now owns 74,707 shares of the company’s stock valued at $2,437,000 after acquiring an additional 312 shares in the last quarter. WMG Financial Advisors LLC increased its holdings in Schwab U.S. Large-Cap Growth ETF by 2.1% in the 1st quarter. WMG Financial Advisors LLC now owns 15,713 shares of the company’s stock valued at $458,000 after purchasing an additional 323 shares in the last quarter. CPC Advisors LLC raised its position in Schwab U.S. Large-Cap Growth ETF by 2.3% in the fourth quarter. CPC Advisors LLC now owns 14,719 shares of the company’s stock valued at $480,000 after purchasing an additional 325 shares during the period. AssuredPartners Investment Advisors LLC raised its position in Schwab U.S. Large-Cap Growth ETF by 3.6% in the fourth quarter. AssuredPartners Investment Advisors LLC now owns 9,384 shares of the company’s stock valued at $306,000 after purchasing an additional 326 shares during the period. Finally, Liberty Square Wealth Partners LLC raised its holdings in shares of Schwab U.S. Large-Cap Growth ETF by 3.4% during the 4th quarter. Liberty Square Wealth Partners LLC now owns 10,374 shares of the company’s stock valued at $338,000 after buying an additional 340 shares during the period.

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

Schwab U.S. Large-Cap Growth ETF stock opened at $34.63 on Friday. The stock’s 50 day moving average price is $34.11 and its 200 day moving average price is $32.32. Schwab U.S. Large-Cap Growth ETF has a one year low of $27.96 and a one year high of $35.42. The firm has a market capitalization of $60.54 billion, a PE ratio of 34.24 and a beta of 1.19.

Schwab U.S. Large-Cap Growth ETF 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.