Leicht Financial Planning & Wealth Management Inc. Has $1.89 Million Holdings in Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG)

Leicht Financial Planning & Wealth Management Inc. boosted its holdings in shares of Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG) by 0.6% during the second quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 22,763 shares of the company’s stock after buying an additional 137 shares during the quarter. Schwab U.S. Large-Cap Growth ETF makes up approximately 1.9% of Leicht Financial Planning & Wealth Management Inc.’s investment portfolio, making the stock its 19th largest position. Leicht Financial Planning & Wealth Management Inc.’s holdings in Schwab U.S. Large-Cap Growth ETF were worth $1,894,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors have also made changes to their positions in the company. Larson Financial Group LLC boosted its holdings in shares of Schwab U.S. Large-Cap Growth ETF by 192.7% during the second quarter. Larson Financial Group LLC now owns 363 shares of the company’s stock worth $30,000 after acquiring an additional 239 shares during the period. Lenox Wealth Management Inc. boosted its holdings in shares of Schwab U.S. Large-Cap Growth ETF by 197.3% during the second quarter. Lenox Wealth Management Inc. now owns 666 shares of the company’s stock worth $55,000 after acquiring an additional 442 shares during the period. Investors Research Corp bought a new stake in shares of Schwab U.S. Large-Cap Growth ETF during the first quarter worth approximately $59,000. Kavar Capital Partners LLC bought a new stake in shares of Schwab U.S. Large-Cap Growth ETF during the second quarter worth approximately $68,000. Finally, Asset Planning Services Ltd. boosted its holdings in shares of Schwab U.S. Large-Cap Growth ETF by 51.8% during the first quarter. Asset Planning Services Ltd. now owns 967 shares of the company’s stock worth $77,000 after acquiring an additional 330 shares during the period.

Shares of NYSEARCA:SCHG traded up $1.23 during trading on Friday, reaching $82.78. 736,100 shares of the stock were exchanged, compared to its average volume of 530,806. Schwab U.S. Large-Cap Growth ETF has a 12 month low of $64.30 and a 12 month high of $86.36. The stock has a 50-day moving average price of $84.35 and a 200-day moving average price of $80.91.



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.

Further Reading: How much can an individual set aside as a catch-up contribution?

Institutional Ownership by Quarter for Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG)

Receive News & Ratings for Schwab U.S. Large-Cap Growth ETF Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Schwab U.S. Large-Cap Growth ETF and related companies with MarketBeat.com's FREE daily email newsletter.