Schwab U.S. Large-Cap Growth ETF $SCHG Shares Acquired by Next Level Wealth Planning LLC

Next Level Wealth Planning LLC boosted its position in Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG) by 9.5% in the 2nd quarter, according to its most recent filing with the SEC. The firm owned 424,116 shares of the company’s stock after acquiring an additional 36,947 shares during the period. Schwab U.S. Large-Cap Growth ETF comprises approximately 7.9% of Next Level Wealth Planning LLC’s holdings, making the stock its 5th biggest holding. Next Level Wealth Planning LLC’s holdings in Schwab U.S. Large-Cap Growth ETF were worth $12,388,000 at the end of the most recent quarter.

A number of other large investors also recently made changes to their positions in SCHG. Y.D. More Investments Ltd increased its stake in shares of Schwab U.S. Large-Cap Growth ETF by 62.8% during the 1st quarter. Y.D. More Investments Ltd now owns 1,420 shares of the company’s stock valued at $36,000 after acquiring an additional 548 shares during the last quarter. Luminist Capital LLC acquired a new position in Schwab U.S. Large-Cap Growth ETF during the first quarter worth approximately $38,000. GAMMA Investing LLC raised its stake in Schwab U.S. Large-Cap Growth ETF by 2,404.4% during the first quarter. GAMMA Investing LLC now owns 1,703 shares of the company’s stock worth $43,000 after purchasing an additional 1,635 shares during the period. MTM Investment Management LLC acquired a new position in shares of Schwab U.S. Large-Cap Growth ETF in the 1st quarter valued at $45,000. Finally, Copia Wealth Management purchased a new stake in shares of Schwab U.S. Large-Cap Growth ETF during the 1st quarter valued at $48,000.

Schwab U.S. Large-Cap Growth ETF Stock Down 0.3%

SCHG stock opened at $32.09 on Monday. The company has a market cap of $51.02 billion, a price-to-earnings ratio of 34.24 and a beta of 1.10. The business has a fifty day simple moving average of $30.91 and a 200-day simple moving average of $28.33. Schwab U.S. Large-Cap Growth ETF has a 52 week low of $21.37 and a 52 week high of $32.28.

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.