370,113 Shares in Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG) Acquired by Next Level Wealth Planning LLC

Next Level Wealth Planning LLC acquired a new position in shares of Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG) in the fourth quarter, according to the company in its most recent disclosure with the SEC. The firm acquired 370,113 shares of the company’s stock, valued at approximately $10,315,000. Schwab U.S. Large-Cap Growth ETF accounts for approximately 8.1% of Next Level Wealth Planning LLC’s investment portfolio, making the stock its 4th largest position. Next Level Wealth Planning LLC owned approximately 0.13% of Schwab U.S. Large-Cap Growth ETF at the end of the most recent reporting period.

A number of other hedge funds have also recently made changes to their positions in the stock. Carnegie Investment Counsel boosted its position in Schwab U.S. Large-Cap Growth ETF by 293.5% in the 4th quarter. Carnegie Investment Counsel now owns 16,062 shares of the company’s stock valued at $448,000 after buying an additional 11,980 shares during the period. Summit Wealth & Retirement Planning Inc. boosted its position in Schwab U.S. Large-Cap Growth ETF by 292.7% in the 4th quarter. Summit Wealth & Retirement Planning Inc. now owns 1,532,498 shares of the company’s stock valued at $42,711,000 after buying an additional 1,142,247 shares during the period. Burney Co. boosted its position in Schwab U.S. Large-Cap Growth ETF by 117.9% in the 4th quarter. Burney Co. now owns 11,668 shares of the company’s stock valued at $325,000 after buying an additional 6,313 shares during the period. Kingsview Wealth Management LLC raised its holdings in shares of Schwab U.S. Large-Cap Growth ETF by 363.6% in the 4th quarter. Kingsview Wealth Management LLC now owns 421,641 shares of the company’s stock valued at $11,751,000 after purchasing an additional 330,686 shares in the last quarter. Finally, Copley Financial Group Inc. acquired a new stake in shares of Schwab U.S. Large-Cap Growth ETF in the 3rd quarter valued at $278,000.

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

Shares of SCHG opened at $28.94 on Friday. Schwab U.S. Large-Cap Growth ETF has a twelve month low of $21.68 and a twelve month high of $29.14. The firm’s fifty day simple moving average is $28.43 and its 200-day simple moving average is $26.88. The firm has a market capitalization of $8.46 billion, a price-to-earnings 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.