KPP Advisory Services LLC Boosts Holdings in Schwab U.S. Large-Cap Growth ETF $SCHG

KPP Advisory Services LLC increased its holdings in shares of Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHGFree Report) by 0.9% during the 2nd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 127,373 shares of the company’s stock after buying an additional 1,193 shares during the period. Schwab U.S. Large-Cap Growth ETF comprises 0.9% of KPP Advisory Services LLC’s investment portfolio, making the stock its 23rd largest holding. KPP Advisory Services LLC’s holdings in Schwab U.S. Large-Cap Growth ETF were worth $3,721,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors also recently added to or reduced their stakes in SCHG. Next Level Wealth Planning LLC grew its stake in shares of Schwab U.S. Large-Cap Growth ETF by 9.5% in the second quarter. Next Level Wealth Planning LLC now owns 424,116 shares of the company’s stock worth $12,388,000 after acquiring an additional 36,947 shares in the last quarter. Capital Advisors Inc. OK grew its stake in Schwab U.S. Large-Cap Growth ETF by 8.4% during the 2nd quarter. Capital Advisors Inc. OK now owns 27,296 shares of the company’s stock worth $797,000 after purchasing an additional 2,114 shares in the last quarter. HRC Wealth Management LLC grew its stake in Schwab U.S. Large-Cap Growth ETF by 5.5% during the 2nd quarter. HRC Wealth Management LLC now owns 2,267,730 shares of the company’s stock worth $66,240,000 after purchasing an additional 118,980 shares in the last quarter. Belpointe Asset Management LLC increased its holdings in Schwab U.S. Large-Cap Growth ETF by 51.0% during the 2nd quarter. Belpointe Asset Management LLC now owns 1,725,277 shares of the company’s stock worth $50,395,000 after purchasing an additional 582,673 shares during the period. Finally, Valley National Advisers Inc. raised its position in Schwab U.S. Large-Cap Growth ETF by 6.8% in the 2nd quarter. Valley National Advisers Inc. now owns 794,943 shares of the company’s stock valued at $23,220,000 after purchasing an additional 50,565 shares in the last quarter.

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

Shares of Schwab U.S. Large-Cap Growth ETF stock opened at $32.09 on Monday. Schwab U.S. Large-Cap Growth ETF has a one year low of $21.37 and a one year high of $32.28. The company has a market cap of $51.02 billion, a PE ratio of 34.24 and a beta of 1.10. The business has a 50-day simple moving average of $30.91 and a 200-day simple moving average of $28.33.

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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