Avantax Planning Partners Inc. Has $437.87 Million Holdings in Schwab U.S. Large-Cap Growth ETF $SCHG

Avantax Planning Partners Inc. boosted its position in Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG) by 0.9% during the 1st quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 15,031,527 shares of the company’s stock after purchasing an additional 140,994 shares during the period. Schwab U.S. Large-Cap Growth ETF comprises approximately 12.0% of Avantax Planning Partners Inc.’s portfolio, making the stock its biggest holding. Avantax Planning Partners Inc. owned 0.89% of Schwab U.S. Large-Cap Growth ETF worth $437,868,000 at the end of the most recent reporting period.

A number of other large investors have also bought and sold shares of the company. Valpey Financial Services LLC grew its holdings in Schwab U.S. Large-Cap Growth ETF by 3,085.3% during the 4th quarter. Valpey Financial Services LLC now owns 8,003,802 shares of the company’s stock valued at $245,365,000 after buying an additional 7,752,527 shares in the last quarter. Focus Partners Wealth boosted its position in shares of Schwab U.S. Large-Cap Growth ETF by 655.4% in the fourth quarter. Focus Partners Wealth now owns 6,602,251 shares of the company’s stock valued at $215,286,000 after acquiring an additional 5,728,214 shares during the period. Charles Schwab Investment Management Inc. grew its stake in Schwab U.S. Large-Cap Growth ETF by 9.4% during the fourth quarter. Charles Schwab Investment Management Inc. now owns 37,744,872 shares of the company’s stock valued at $1,231,238,000 after acquiring an additional 3,230,427 shares in the last quarter. Thrivent Financial for Lutherans increased its holdings in Schwab U.S. Large-Cap Growth ETF by 7,909.6% during the 4th quarter. Thrivent Financial for Lutherans now owns 3,110,459 shares of the company’s stock worth $101,473,000 after acquiring an additional 3,071,625 shares during the period. Finally, BlueStem Wealth Partners LLC bought a new stake in Schwab U.S. Large-Cap Growth ETF during the 4th quarter worth approximately $92,090,000.

Schwab U.S. Large-Cap Growth ETF Stock Down 0.8%

Shares of NYSEARCA SCHG opened at $34.37 on Tuesday. The stock’s 50-day simple moving average is $34.05 and its two-hundred day simple moving average is $32.28. Schwab U.S. Large-Cap Growth ETF has a twelve month low of $27.96 and a twelve month high of $35.42. The firm has a market capitalization of $60.07 billion, a P/E ratio of 34.24 and a beta of 1.19.

Schwab U.S. Large-Cap Growth ETF Company 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.