2025年,下一级财富将SCHG股份增加了4.6%,而Migdal出售了77.2%的股份。 Next Level Wealth boosted its SCHG stake by 4.6% in Q3 2025, while Migdal sold 77.2% of its shares.

Next Level Wealth Planning LLC在2025年第三季度增持了4.6%的施瓦布美国大型股成长ETF（SCHG），持有443,757股，市值1416万美元，成为公司第五大持股。 Next Level Wealth Planning LLC boosted its stake in the Schwab U.S. Large-Cap Growth ETF (SCHG) by 4.6% in Q3 2025, owning 443,757 shares valued at $14.16 million, making it the firm’s fifth-largest holding. 同时,Migdal保险和金融控股有限公司出售了其SCHG股份的77.2%,将其股份减少到46 769股。 Meanwhile, Migdal Insurance & Financial Holdings Ltd. sold 77.2% of its SCHG shares, reducing its stake to 46,769 shares. 包括McAdam LLC和共同愿景财富集团LLC在内的其他公司增加了Schwab ETF公司的职位,如FNDX、SCHF和SCHX,这反映了机构对大额股票和国际股票的持续兴趣。 Other firms, including McAdam LLC and Shared Vision Wealth Group LLC, increased positions in Schwab ETFs such as FNDX, SCHF, and SCHX, reflecting ongoing institutional interest in large-cap and international equities.