Compass Financial Group INC SD Boosts Stake in Schwab U.S. Large-Cap Growth ETF $SCHG

Compass Financial Group INC SD lifted its holdings in shares of Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG) by 8.2% in the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 259,569 shares of the company’s stock after purchasing an additional 19,709 shares during the quarter. Schwab U.S. Large-Cap Growth ETF accounts for approximately 1.2% of Compass Financial Group INC SD’s portfolio, making the stock its 13th largest position. Compass Financial Group INC SD’s holdings in Schwab U.S. Large-Cap Growth ETF were worth $8,283,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors have also bought and sold shares of SCHG. Crews Bank & Trust purchased a new stake in shares of Schwab U.S. Large-Cap Growth ETF during the 3rd quarter valued at $25,000. Mid American Wealth Advisory Group Inc. bought a new position in Schwab U.S. Large-Cap Growth ETF in the second quarter valued at $26,000. Atlantic Union Bankshares Corp purchased a new stake in Schwab U.S. Large-Cap Growth ETF during the second quarter valued at about $29,000. Key Financial Inc raised its position in Schwab U.S. Large-Cap Growth ETF by 148.6% during the second quarter. Key Financial Inc now owns 1,233 shares of the company’s stock valued at $36,000 after purchasing an additional 737 shares in the last quarter. Finally, Creekmur Asset Management LLC lifted its stake in Schwab U.S. Large-Cap Growth ETF by 200.3% during the second quarter. Creekmur Asset Management LLC now owns 1,811 shares of the company’s stock worth $53,000 after purchasing an additional 1,208 shares during the last quarter.

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

Shares of NYSEARCA SCHG opened at $32.92 on Thursday. The stock’s 50-day moving average is $32.64 and its 200 day moving average is $31.42. The stock has a market cap of $53.44 billion, a price-to-earnings ratio of 34.24 and a beta of 1.15. Schwab U.S. Large-Cap Growth ETF has a 1-year low of $21.37 and a 1-year high of $33.74.

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.