Atomi Financial Group Inc. Has $36.61 Million Stake in Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG)

Atomi Financial Group Inc. lifted its stake in Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG) by 351.3% during the 4th quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 1,313,437 shares of the company’s stock after buying an additional 1,022,388 shares during the quarter. Schwab U.S. Large-Cap Growth ETF comprises 1.8% of Atomi Financial Group Inc.’s portfolio, making the stock its 9th biggest holding. Atomi Financial Group Inc. owned 0.45% of Schwab U.S. Large-Cap Growth ETF worth $36,606,000 as of its most recent filing with the Securities & Exchange Commission.

Several other institutional investors have also recently made changes to their positions in SCHG. Great Waters Wealth Management increased its holdings in Schwab U.S. Large-Cap Growth ETF by 287.9% in the 4th quarter. Great Waters Wealth Management now owns 62,124 shares of the company’s stock worth $1,731,000 after acquiring an additional 46,107 shares in the last quarter. Monterey Private Wealth Inc. bought a new position in shares of Schwab U.S. Large-Cap Growth ETF in the fourth quarter worth approximately $221,000. Transform Wealth LLC increased its stake in shares of Schwab U.S. Large-Cap Growth ETF by 415.2% in the fourth quarter. Transform Wealth LLC now owns 161,337 shares of the company’s stock worth $4,496,000 after purchasing an additional 130,019 shares in the last quarter. Courage Miller Partners LLC raised its position in shares of Schwab U.S. Large-Cap Growth ETF by 296.4% during the 4th quarter. Courage Miller Partners LLC now owns 285,204 shares of the company’s stock valued at $7,949,000 after purchasing an additional 213,261 shares during the period. Finally, Segment Wealth Management LLC raised its position in shares of Schwab U.S. Large-Cap Growth ETF by 304.6% during the 4th quarter. Segment Wealth Management LLC now owns 56,003 shares of the company’s stock valued at $1,561,000 after purchasing an additional 42,163 shares during the period.

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

Shares of Schwab U.S. Large-Cap Growth ETF stock opened at $28.29 on Tuesday. Schwab U.S. Large-Cap Growth ETF has a fifty-two week low of $20.85 and a fifty-two week high of $29.14. The company has a market capitalization of $8.27 billion, a P/E ratio of 39.82 and a beta of 1.25. The company has a fifty day moving average of $28.10 and a 200 day moving average of $26.47.

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.