Wealthspan Partners LLC Has $1.04 Million Stock Position in Schwab U.S. Large-Cap Growth ETF $SCHG

Wealthspan Partners LLC boosted its holdings in shares of Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHGFree Report) by 136.8% during the 2nd quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 35,611 shares of the company’s stock after buying an additional 20,573 shares during the period. Wealthspan Partners LLC’s holdings in Schwab U.S. Large-Cap Growth ETF were worth $1,040,000 as of its most recent filing with the Securities and Exchange Commission.

Other large investors have also recently bought and sold shares of the company. WealthPlan Investment Management LLC acquired a new position in Schwab U.S. Large-Cap Growth ETF in the 2nd quarter worth about $5,958,000. RCS Financial Planning LLC acquired a new position in Schwab U.S. Large-Cap Growth ETF in the 2nd quarter worth about $285,000. Patten & Patten Inc. TN increased its position in Schwab U.S. Large-Cap Growth ETF by 4.2% in the 2nd quarter. Patten & Patten Inc. TN now owns 20,210 shares of the company’s stock worth $590,000 after purchasing an additional 812 shares during the last quarter. Uptick Partners LLC increased its position in Schwab U.S. Large-Cap Growth ETF by 10.3% in the 2nd quarter. Uptick Partners LLC now owns 10,754 shares of the company’s stock worth $314,000 after purchasing an additional 1,000 shares during the last quarter. Finally, Keeler & Nadler Financial Planning & Wealth Management increased its position in Schwab U.S. Large-Cap Growth ETF by 5.2% in the 2nd quarter. Keeler & Nadler Financial Planning & Wealth Management now owns 774,887 shares of the company’s stock worth $22,634,000 after purchasing an additional 38,446 shares during the last quarter.

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

Shares of SCHG stock opened at $31.93 on Thursday. Schwab U.S. Large-Cap Growth ETF has a fifty-two week low of $21.37 and a fifty-two week high of $32.63. The stock’s 50-day moving average is $31.23 and its two-hundred day moving average is $28.64. The firm has a market cap of $51.11 billion, a P/E ratio of 34.24 and a beta of 1.10.

Schwab U.S. Large-Cap Growth ETF 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.

See Also

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

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