Total Wealth Planning LLC lifted its holdings in shares of Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG – Free Report) by 300.2% during the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 313,285 shares of the company’s stock after purchasing an additional 234,997 shares during the period. Schwab U.S. Large-Cap Growth ETF accounts for 1.4% of Total Wealth Planning LLC’s holdings, making the stock its 17th biggest holding. Total Wealth Planning LLC owned about 0.11% of Schwab U.S. Large-Cap Growth ETF worth $8,731,000 as of its most recent SEC filing.
Other institutional investors also recently modified their holdings of the company. Mather Group LLC. boosted its holdings in Schwab U.S. Large-Cap Growth ETF by 7.5% in the third quarter. Mather Group LLC. now owns 9,764,967 shares of the company’s stock valued at $1,017,314,000 after acquiring an additional 684,827 shares during the last quarter. Sei Investments Co. lifted its position in shares of Schwab U.S. Large-Cap Growth ETF by 5.0% in the 3rd quarter. Sei Investments Co. now owns 9,556,995 shares of the company’s stock worth $995,648,000 after purchasing an additional 452,814 shares during the period. LPL Financial LLC boosted its stake in shares of Schwab U.S. Large-Cap Growth ETF by 12.2% in the 3rd quarter. LPL Financial LLC now owns 4,293,248 shares of the company’s stock valued at $447,271,000 after purchasing an additional 465,306 shares during the last quarter. Marquette Asset Management LLC increased its position in shares of Schwab U.S. Large-Cap Growth ETF by 310.6% during the fourth quarter. Marquette Asset Management LLC now owns 4,028,428 shares of the company’s stock worth $112,272,000 after buying an additional 3,047,202 shares during the period. Finally, Cliftonlarsonallen Wealth Advisors LLC raised its stake in Schwab U.S. Large-Cap Growth ETF by 296.1% during the fourth quarter. Cliftonlarsonallen Wealth Advisors LLC now owns 2,217,000 shares of the company’s stock worth $61,788,000 after buying an additional 1,657,307 shares during the last quarter.
Schwab U.S. Large-Cap Growth ETF Trading Down 0.9 %
Shares of SCHG opened at $27.92 on Friday. The firm’s fifty day simple moving average is $28.08 and its two-hundred day simple moving average is $26.42. Schwab U.S. Large-Cap Growth ETF has a 12 month low of $20.59 and a 12 month high of $29.14. The stock has a market capitalization of $8.17 billion, a P/E ratio of 39.82 and a beta of 1.25.
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.
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