Platt Wealth Management LLC Invests $941,000 in Schwab U.S. Large-Cap Growth ETF $SCHG

Platt Wealth Management LLC bought a new position in Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG) during the fourth quarter, according to its most recent 13F filing with the SEC. The fund bought 28,876 shares of the company’s stock, valued at approximately $941,000. Schwab U.S. Large-Cap Growth ETF comprises about 0.9% of Platt Wealth Management LLC’s holdings, making the stock its 20th largest position.

A number of other large investors have also recently made changes to their positions in SCHG. Flagship Wealth Advisors LLC grew its holdings in Schwab U.S. Large-Cap Growth ETF by 50.5% during the 3rd quarter. Flagship Wealth Advisors LLC now owns 203,727 shares of the company’s stock valued at $6,501,000 after purchasing an additional 68,389 shares during the last quarter. D.B. Root & Company LLC grew its holdings in Schwab U.S. Large-Cap Growth ETF by 10.9% during the 3rd quarter. D.B. Root & Company LLC now owns 243,695 shares of the company’s stock valued at $7,776,000 after purchasing an additional 23,865 shares during the last quarter. Fortis Capital Advisors LLC grew its holdings in Schwab U.S. Large-Cap Growth ETF by 1.8% during the 3rd quarter. Fortis Capital Advisors LLC now owns 1,016,583 shares of the company’s stock valued at $32,439,000 after purchasing an additional 17,522 shares during the last quarter. B. Riley Wealth Advisors Inc. grew its holdings in Schwab U.S. Large-Cap Growth ETF by 44.1% during the 3rd quarter. B. Riley Wealth Advisors Inc. now owns 108,307 shares of the company’s stock valued at $3,456,000 after purchasing an additional 33,155 shares during the last quarter. Finally, Bright Futures Wealth Management LLC. bought a new position in Schwab U.S. Large-Cap Growth ETF during the 3rd quarter valued at about $635,000.

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

Shares of NYSEARCA:SCHG opened at $34.37 on Friday. The company has a market capitalization of $58.09 billion, a price-to-earnings ratio of 34.24 and a beta of 1.19. Schwab U.S. Large-Cap Growth ETF has a 12 month low of $26.80 and a 12 month high of $34.74. The firm’s 50-day moving average is $31.66 and its 200 day moving average is $31.91.

About Schwab U.S. Large-Cap Growth ETF

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.