Holistic Planning LLC Grows Position in Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG)

Holistic Planning LLC lifted its stake in shares of Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG) by 404.7% during the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 10,604 shares of the company’s stock after acquiring an additional 8,503 shares during the period. Holistic Planning LLC’s holdings in Schwab U.S. Large-Cap Growth ETF were worth $296,000 as of its most recent SEC filing.

A number of other large investors have also made changes to their positions in the stock. Carnegie Investment Counsel lifted its holdings 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 purchasing an additional 11,980 shares in the last quarter. Burney Co. lifted its stake in shares of Schwab U.S. Large-Cap Growth ETF by 117.9% during the fourth 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. Copley Financial Group Inc. acquired a new stake in Schwab U.S. Large-Cap Growth ETF during the third quarter worth approximately $278,000. Brass Tax Wealth Management Inc. grew its stake in Schwab U.S. Large-Cap Growth ETF by 14.6% in the 3rd quarter. Brass Tax Wealth Management Inc. now owns 42,706 shares of the company’s stock worth $4,449,000 after acquiring an additional 5,442 shares during the period. Finally, Sculati Wealth Management LLC raised its holdings in Schwab U.S. Large-Cap Growth ETF by 82.2% in the 3rd quarter. Sculati Wealth Management LLC now owns 84,484 shares of the company’s stock valued at $8,802,000 after acquiring an additional 38,110 shares during the last quarter.

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

Shares of Schwab U.S. Large-Cap Growth ETF stock opened at $28.45 on Monday. Schwab U.S. Large-Cap Growth ETF has a fifty-two week low of $21.27 and a fifty-two week high of $29.14. The business’s fifty day moving average is $28.31 and its two-hundred day moving average is $26.62. The firm has a market cap of $8.32 billion, a PE ratio of 39.82 and a beta of 1.25.

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.