Next Level Wealth Planning LLC Grows Holdings in Schwab U.S. Large-Cap Growth ETF $SCHG

Next Level Wealth Planning LLC grew its holdings in shares of Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG) by 4.6% in the third quarter, Holdings Channel reports. The institutional investor owned 443,757 shares of the company’s stock after acquiring an additional 19,641 shares during the period. Schwab U.S. Large-Cap Growth ETF makes up 8.0% of Next Level Wealth Planning LLC’s investment portfolio, making the stock its 5th largest holding. Next Level Wealth Planning LLC’s holdings in Schwab U.S. Large-Cap Growth ETF were worth $14,160,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors also recently made changes to their positions in SCHG. Pinnacle Financial Partners Inc boosted its stake in Schwab U.S. Large-Cap Growth ETF by 0.9% during the 3rd quarter. Pinnacle Financial Partners Inc now owns 36,217 shares of the company’s stock valued at $1,156,000 after purchasing an additional 315 shares during the last quarter. Kennebec Savings Bank lifted its holdings in shares of Schwab U.S. Large-Cap Growth ETF by 6.6% in the third quarter. Kennebec Savings Bank now owns 5,298 shares of the company’s stock valued at $169,000 after purchasing an additional 328 shares in the last quarter. Dumont & Blake Investment Advisors LLC boosted its position in shares of Schwab U.S. Large-Cap Growth ETF by 1.3% during the third quarter. Dumont & Blake Investment Advisors LLC now owns 26,803 shares of the company’s stock valued at $855,000 after buying an additional 336 shares during the last quarter. Inspire Advisors LLC grew its holdings in Schwab U.S. Large-Cap Growth ETF by 3.5% during the second quarter. Inspire Advisors LLC now owns 10,038 shares of the company’s stock worth $293,000 after buying an additional 342 shares in the last quarter. Finally, Earned Wealth Advisors LLC grew its holdings in Schwab U.S. Large-Cap Growth ETF by 3.2% during the third quarter. Earned Wealth Advisors LLC now owns 11,135 shares of the company’s stock worth $355,000 after buying an additional 347 shares in the last quarter.

Schwab U.S. Large-Cap Growth ETF Trading Down 2.4%

Shares of NYSEARCA:SCHG opened at $31.59 on Wednesday. The stock’s fifty day simple moving average is $32.55 and its two-hundred day simple moving average is $31.67. Schwab U.S. Large-Cap Growth ETF has a 1-year low of $21.37 and a 1-year high of $33.74. The stock has a market cap of $51.70 billion, a PE ratio of 34.24 and a beta of 1.15.

Schwab U.S. Large-Cap Growth ETF 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. Large-Cap Growth Total Stock Market Index includes the components ranked 1-750 by full market capitalization and that are classified as growth. The Index is a float-adjusted market capitalization weighted index.