Schwab U.S. Large-Cap Growth ETF $SCHG is Capital Planning LLC’s 2nd Largest Position

Capital Planning LLC increased its stake in shares of Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG) by 14.9% during the 1st quarter, according to the company in its most recent filing with the SEC. The fund owned 906,338 shares of the company’s stock after purchasing an additional 117,398 shares during the quarter. Schwab U.S. Large-Cap Growth ETF accounts for 8.6% of Capital Planning LLC’s holdings, making the stock its 2nd biggest holding. Capital Planning LLC owned approximately 0.05% of Schwab U.S. Large-Cap Growth ETF worth $26,402,000 as of its most recent filing with the SEC.

Several other hedge funds and other institutional investors also recently bought and sold shares of SCHG. Atlas Wealth Partners LLC lifted its position in Schwab U.S. Large-Cap Growth ETF by 1.0% in the first quarter. Atlas Wealth Partners LLC now owns 70,111 shares of the company’s stock worth $2,042,000 after buying an additional 672 shares during the last quarter. Weitzel Financial Services Inc. boosted its stake in Schwab U.S. Large-Cap Growth ETF by 8.2% during the first quarter. Weitzel Financial Services Inc. now owns 8,397 shares of the company’s stock worth $246,000 after buying an additional 638 shares during the period. Stenger Family Office LLC increased its position in Schwab U.S. Large-Cap Growth ETF by 24.7% during the first quarter. Stenger Family Office LLC now owns 9,624 shares of the company’s stock valued at $280,000 after acquiring an additional 1,906 shares during the last quarter. Axxcess Wealth Management LLC increased its position in Schwab U.S. Large-Cap Growth ETF by 30.5% during the first quarter. Axxcess Wealth Management LLC now owns 83,473 shares of the company’s stock valued at $2,432,000 after acquiring an additional 19,485 shares during the last quarter. Finally, FIDELIS iM LLC raised its stake in shares of Schwab U.S. Large-Cap Growth ETF by 25.0% in the first quarter. FIDELIS iM LLC now owns 320,056 shares of the company’s stock valued at $9,323,000 after acquiring an additional 64,011 shares during the period.

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

Schwab U.S. Large-Cap Growth ETF stock opened at $34.23 on Thursday. The firm has a 50-day moving average price of $33.95 and a 200-day moving average price of $32.25. The firm has a market capitalization of $59.78 billion, a PE ratio of 34.24 and a beta of 1.19. Schwab U.S. Large-Cap Growth ETF has a 12-month low of $27.96 and a 12-month high of $35.42.

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.