Topel & Distasi Wealth Management LLC Acquires 150,765 Shares of Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG)

Topel & Distasi Wealth Management LLC boosted its holdings in Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG) by 300.0% in the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 201,020 shares of the company’s stock after purchasing an additional 150,765 shares during the period. Schwab U.S. Large-Cap Growth ETF makes up 2.4% of Topel & Distasi Wealth Management LLC’s portfolio, making the stock its 14th largest position. Topel & Distasi Wealth Management LLC’s holdings in Schwab U.S. Large-Cap Growth ETF were worth $5,602,000 as of its most recent SEC filing.

Other institutional investors have also added to or reduced their stakes in the company. Carnegie Investment Counsel increased its stake in shares of Schwab U.S. Large-Cap Growth ETF by 293.5% in the fourth quarter. Carnegie Investment Counsel now owns 16,062 shares of the company’s stock worth $448,000 after buying an additional 11,980 shares during the period. Summit Wealth & Retirement Planning Inc. increased its position in shares of Schwab U.S. Large-Cap Growth ETF by 292.7% in the fourth quarter. Summit Wealth & Retirement Planning Inc. now owns 1,532,498 shares of the company’s stock valued at $42,711,000 after acquiring an additional 1,142,247 shares during the period. Burney Co. raised 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 acquiring an additional 6,313 shares during the last quarter. Kingsview Wealth Management LLC boosted its holdings in shares of Schwab U.S. Large-Cap Growth ETF by 363.6% during the fourth quarter. Kingsview Wealth Management LLC now owns 421,641 shares of the company’s stock worth $11,751,000 after purchasing an additional 330,686 shares during the period. Finally, Copley Financial Group Inc. bought a new stake in shares of Schwab U.S. Large-Cap Growth ETF in the third quarter worth about $278,000.

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

SCHG opened at $28.94 on Monday. Schwab U.S. Large-Cap Growth ETF has a one year low of $21.68 and a one year high of $29.14. The business has a 50 day simple moving average of $28.43 and a two-hundred day simple moving average of $26.89. 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.