Schwab U.S. Large-Cap Growth ETF $SCHG is Compound Planning Inc.’s 6th Largest Position

Compound Planning Inc. lifted its position in shares of Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG) by 16.2% during the third quarter, Holdings Channel reports. The firm owned 2,128,290 shares of the company’s stock after acquiring an additional 296,519 shares during the period. Schwab U.S. Large-Cap Growth ETF makes up 2.2% of Compound Planning Inc.’s holdings, making the stock its 6th largest holding. Compound Planning Inc.’s holdings in Schwab U.S. Large-Cap Growth ETF were worth $67,914,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other hedge funds and other institutional investors have also added to or reduced their stakes in the company. Envestnet Asset Management Inc. increased its stake in Schwab U.S. Large-Cap Growth ETF by 12.0% in the 3rd quarter. Envestnet Asset Management Inc. now owns 61,891,690 shares of the company’s stock valued at $1,974,964,000 after buying an additional 6,651,144 shares during the last quarter. Sei Investments Co. boosted its stake in shares of Schwab U.S. Large-Cap Growth ETF by 11.0% in the 2nd quarter. Sei Investments Co. now owns 45,745,266 shares of the company’s stock worth $1,336,220,000 after buying an additional 4,524,057 shares during the last quarter. Charles Schwab Investment Management Inc. grew its holdings in shares of Schwab U.S. Large-Cap Growth ETF by 653.7% in the second quarter. Charles Schwab Investment Management Inc. now owns 32,809,028 shares of the company’s stock valued at $958,352,000 after acquiring an additional 28,455,790 shares in the last quarter. Osaic Holdings Inc. grew its holdings in shares of Schwab U.S. Large-Cap Growth ETF by 6.7% in the second quarter. Osaic Holdings Inc. now owns 18,835,687 shares of the company’s stock valued at $549,441,000 after acquiring an additional 1,175,660 shares in the last quarter. Finally, Vantagepoint Investment Advisers LLC purchased a new stake in shares of Schwab U.S. Large-Cap Growth ETF during the third quarter valued at approximately $511,489,000.

Schwab U.S. Large-Cap Growth ETF Trading Down 1.4%

Shares of Schwab U.S. Large-Cap Growth ETF stock opened at $30.48 on Tuesday. The business’s fifty day simple moving average is $32.03 and its 200 day simple moving average is $31.93. Schwab U.S. Large-Cap Growth ETF has a 12 month low of $21.37 and a 12 month high of $33.74. The firm has a market capitalization of $49.89 billion, a P/E ratio of 34.24 and a beta of 1.15.

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. 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.