Total Wealth Planning LLC Has $8.73 Million Stake in Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG)

Total Wealth Planning LLC increased its stake in Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG) by 300.2% in the 4th quarter, HoldingsChannel.com reports. The fund owned 313,285 shares of the company’s stock after purchasing an additional 234,997 shares during the quarter. Schwab U.S. Large-Cap Growth ETF comprises 1.4% of Total Wealth Planning LLC’s investment portfolio, making the stock its 17th largest holding. Total Wealth Planning LLC’s holdings in Schwab U.S. Large-Cap Growth ETF were worth $8,731,000 at the end of the most recent quarter.

Other institutional investors also recently modified their holdings of the company. Copley Financial Group Inc. bought a new stake in Schwab U.S. Large-Cap Growth ETF in the third quarter valued at $278,000. Brass Tax Wealth Management Inc. boosted its position in shares of Schwab U.S. Large-Cap Growth ETF by 14.6% during the 3rd quarter. Brass Tax Wealth Management Inc. now owns 42,706 shares of the company’s stock worth $4,449,000 after purchasing an additional 5,442 shares in the last quarter. Sculati Wealth Management LLC grew its stake in shares of 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 buying an additional 38,110 shares during the period. Denver PWM LLC increased its position in Schwab U.S. Large-Cap Growth ETF by 0.3% in the 3rd quarter. Denver PWM LLC now owns 228,950 shares of the company’s stock valued at $23,852,000 after buying an additional 672 shares in the last quarter. Finally, Versant Capital Management Inc raised its stake in Schwab U.S. Large-Cap Growth ETF by 300.4% during the 4th quarter. Versant Capital Management Inc now owns 1,017 shares of the company’s stock worth $28,000 after buying an additional 763 shares during the period.

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

Shares of NYSEARCA:SCHG opened at $27.92 on Friday. The firm has a market cap of $8.17 billion, a P/E ratio of 39.82 and a beta of 1.25. Schwab U.S. Large-Cap Growth ETF has a 52-week low of $20.59 and a 52-week high of $29.14. The business’s 50 day simple moving average is $28.08 and its two-hundred day simple moving average is $26.42.

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.