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

Compound Planning Inc. cut its stake in shares of Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG) by 1.4% in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund owned 2,097,817 shares of the company’s stock after selling 30,473 shares during the period. Schwab U.S. Large-Cap Growth ETF comprises approximately 2.0% of Compound Planning Inc.’s holdings, making the stock its 6th largest position. Compound Planning Inc. owned approximately 0.13% of Schwab U.S. Large-Cap Growth ETF worth $68,431,000 at the end of the most recent reporting period.

Several other institutional investors have also recently made changes to their positions in the business. Garton & Associates Financial Advisors LLC bought a new position in Schwab U.S. Large-Cap Growth ETF in the fourth quarter worth approximately $27,000. Cary Street Partners Investment Advisory LLC raised its holdings in Schwab U.S. Large-Cap Growth ETF by 1,922.6% during the fourth quarter. Cary Street Partners Investment Advisory LLC now owns 1,072 shares of the company’s stock valued at $35,000 after acquiring an additional 1,019 shares during the period. Manning & Napier Advisors LLC purchased a new position in Schwab U.S. Large-Cap Growth ETF in the 4th quarter worth approximately $49,000. Kingdom Financial Group LLC. purchased a new position in shares of Schwab U.S. Large-Cap Growth ETF in the fourth quarter worth $49,000. Finally, REAP Financial Group LLC lifted its stake in Schwab U.S. Large-Cap Growth ETF by 70.8% in the 4th quarter. REAP Financial Group LLC now owns 1,520 shares of the company’s stock worth $50,000 after purchasing an additional 630 shares in the last quarter.

Schwab U.S. Large-Cap Growth ETF Trading Up 1.3%

Shares of Schwab U.S. Large-Cap Growth ETF stock opened at $33.90 on Friday. The firm has a market cap of $57.30 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 $27.68 and a 12 month high of $35.42. The stock has a 50 day moving average of $33.45 and a 200 day moving average of $32.15.

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.