JBR Co Financial Management Inc Has $1.61 Million Holdings in Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG)

JBR Co Financial Management Inc grew its stake in Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG) by 393.7% in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 57,802 shares of the company’s stock after buying an additional 46,095 shares during the period. Schwab U.S. Large-Cap Growth ETF makes up approximately 1.0% of JBR Co Financial Management Inc’s holdings, making the stock its 27th biggest position. JBR Co Financial Management Inc’s holdings in Schwab U.S. Large-Cap Growth ETF were worth $1,611,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds also recently made changes to their positions in the stock. Valley Wealth Managers Inc. lifted its position in shares of Schwab U.S. Large-Cap Growth ETF by 300.0% during the 4th quarter. Valley Wealth Managers Inc. now owns 904 shares of the company’s stock worth $25,000 after purchasing an additional 678 shares during the last quarter. Versant Capital Management Inc lifted its position in shares of Schwab U.S. Large-Cap Growth ETF by 300.4% during the 4th quarter. Versant Capital Management Inc now owns 1,017 shares of the company’s stock worth $28,000 after purchasing an additional 763 shares during the last quarter. Human Investing LLC acquired a new position in shares of Schwab U.S. Large-Cap Growth ETF during the 4th quarter worth about $29,000. Tsfg LLC lifted its position in shares of Schwab U.S. Large-Cap Growth ETF by 300.0% during the 4th quarter. Tsfg LLC now owns 1,200 shares of the company’s stock worth $33,000 after purchasing an additional 900 shares during the last quarter. Finally, MeadowBrook Investment Advisors LLC lifted its position in shares of Schwab U.S. Large-Cap Growth ETF by 300.0% during the 4th quarter. MeadowBrook Investment Advisors LLC now owns 1,244 shares of the company’s stock worth $35,000 after purchasing an additional 933 shares during the last quarter.

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

NYSEARCA SCHG opened at $28.01 on Friday. The stock has a 50-day simple moving average of $28.44 and a 200 day simple moving average of $27.02. The stock has a market capitalization of $8.19 billion, a PE ratio of 39.82 and a beta of 1.25. Schwab U.S. Large-Cap Growth ETF has a twelve month low of $21.68 and a twelve month high of $29.14.

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.