Investments & Financial Planning LLC Buys 7,093 Shares of Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG)

Investments & Financial Planning LLC boosted its stake in shares of Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHGFree Report) by 300.0% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 9,457 shares of the company’s stock after purchasing an additional 7,093 shares during the period. Investments & Financial Planning LLC’s holdings in Schwab U.S. Large-Cap Growth ETF were worth $264,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Brickley Wealth Management lifted its holdings in Schwab U.S. Large-Cap Growth ETF by 356.7% in the fourth quarter. Brickley Wealth Management now owns 11,591 shares of the company’s stock valued at $323,000 after acquiring an additional 9,053 shares during the period. Financial Synergies Wealth Advisors Inc. increased its position in shares of Schwab U.S. Large-Cap Growth ETF by 297.7% during the 4th quarter. Financial Synergies Wealth Advisors Inc. now owns 1,235,506 shares of the company’s stock valued at $34,434,000 after purchasing an additional 924,872 shares during the last quarter. Consolidated Portfolio Review Corp lifted its stake in shares of Schwab U.S. Large-Cap Growth ETF by 334.4% in the 4th quarter. Consolidated Portfolio Review Corp now owns 140,584 shares of the company’s stock worth $3,918,000 after purchasing an additional 108,224 shares during the period. GHP Investment Advisors Inc. boosted its holdings in shares of Schwab U.S. Large-Cap Growth ETF by 299.1% in the fourth quarter. GHP Investment Advisors Inc. now owns 1,462,363 shares of the company’s stock worth $40,756,000 after buying an additional 1,095,969 shares during the last quarter. Finally, Silver Oak Securities Incorporated grew its position in Schwab U.S. Large-Cap Growth ETF by 489.7% during the fourth quarter. Silver Oak Securities Incorporated now owns 311,327 shares of the company’s stock valued at $8,761,000 after buying an additional 258,531 shares during the period.

Schwab U.S. Large-Cap Growth ETF Trading Up 0.5 %

Shares of SCHG stock opened at $28.73 on Friday. Schwab U.S. Large-Cap Growth ETF has a 12 month low of $21.68 and a 12 month high of $29.14. The stock has a market cap of $8.40 billion, a P/E ratio of 39.82 and a beta of 1.25. The company has a 50 day simple moving average of $28.36 and a two-hundred day simple moving average of $26.69.

Schwab U.S. Large-Cap Growth ETF Company Profile

(Free Report)

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.

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Institutional Ownership by Quarter for Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG)

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