WealthPLAN Partners LLC Has $647,000 Stock Holdings in Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG)

WealthPLAN Partners LLC raised its position in shares of Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG) by 268.4% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 23,230 shares of the company’s stock after purchasing an additional 16,924 shares during the period. WealthPLAN Partners LLC’s holdings in Schwab U.S. Large-Cap Growth ETF were worth $647,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds have also recently added to or reduced their stakes in SCHG. Quadrant Private Wealth Management LLC increased its stake in shares of Schwab U.S. Large-Cap Growth ETF by 347.3% in the 4th quarter. Quadrant Private Wealth Management LLC now owns 36,017 shares of the company’s stock valued at $1,004,000 after purchasing an additional 27,965 shares during the last quarter. Valeo Financial Advisors LLC boosted its stake in Schwab U.S. Large-Cap Growth ETF by 243.1% in the fourth quarter. Valeo Financial Advisors LLC now owns 40,031 shares of the company’s stock valued at $1,116,000 after buying an additional 28,362 shares in the last quarter. Latko Wealth Management Ltd. boosted its stake in Schwab U.S. Large-Cap Growth ETF by 315.6% in the fourth quarter. Latko Wealth Management Ltd. now owns 101,979 shares of the company’s stock valued at $2,842,000 after buying an additional 77,439 shares in the last quarter. Blue Trust Inc. grew its position in Schwab U.S. Large-Cap Growth ETF by 29.7% in the fourth quarter. Blue Trust Inc. now owns 5,027 shares of the company’s stock valued at $140,000 after acquiring an additional 1,151 shares during the last quarter. Finally, Bright Futures Wealth Management LLC. acquired a new position in Schwab U.S. Large-Cap Growth ETF during the fourth quarter worth about $441,000.

Schwab U.S. Large-Cap Growth ETF Trading Up 0.2 %

SCHG stock opened at $28.94 on Friday. The stock has a market capitalization of $8.46 billion, a P/E ratio of 39.82 and a beta of 1.25. The firm has a 50-day moving average price of $28.43 and a 200-day moving average price of $26.83. Schwab U.S. Large-Cap Growth ETF has a 12 month low of $21.68 and a 12 month high of $29.14.

About Schwab U.S. Large-Cap Growth ETF

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.