Compass Advisory Group LLC Sells 17,060 Shares of Schwab U.S. Large-Cap Growth ETF $SCHG

Compass Advisory Group LLC trimmed its position in shares of Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG) by 8.7% during the third quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 178,194 shares of the company’s stock after selling 17,060 shares during the quarter. Schwab U.S. Large-Cap Growth ETF makes up 1.6% of Compass Advisory Group LLC’s holdings, making the stock its 16th biggest holding. Compass Advisory Group LLC’s holdings in Schwab U.S. Large-Cap Growth ETF were worth $5,686,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds also recently made changes to their positions in SCHG. Flagship Wealth Advisors LLC raised its stake in Schwab U.S. Large-Cap Growth ETF by 50.5% during the third quarter. Flagship Wealth Advisors LLC now owns 203,727 shares of the company’s stock worth $6,501,000 after buying an additional 68,389 shares during the last quarter. J.W. Cole Advisors Inc. boosted its position in Schwab U.S. Large-Cap Growth ETF by 16.9% during the second quarter. J.W. Cole Advisors Inc. now owns 367,653 shares of the company’s stock valued at $10,739,000 after acquiring an additional 53,037 shares during the last quarter. Fortis Capital Advisors LLC grew its holdings in Schwab U.S. Large-Cap Growth ETF by 1.8% during the 3rd quarter. Fortis Capital Advisors LLC now owns 1,016,583 shares of the company’s stock worth $32,439,000 after acquiring an additional 17,522 shares during the period. Fingerlakes Wealth Management Inc. raised its position in shares of Schwab U.S. Large-Cap Growth ETF by 11.9% in the 3rd quarter. Fingerlakes Wealth Management Inc. now owns 218,248 shares of the company’s stock worth $6,964,000 after acquiring an additional 23,155 shares in the last quarter. Finally, D.B. Root & Company LLC lifted its stake in shares of Schwab U.S. Large-Cap Growth ETF by 10.9% in the 3rd quarter. D.B. Root & Company LLC now owns 243,695 shares of the company’s stock valued at $7,776,000 after purchasing an additional 23,865 shares during the period.

Schwab U.S. Large-Cap Growth ETF Price Performance

Shares of Schwab U.S. Large-Cap Growth ETF stock opened at $30.43 on Friday. The firm has a market cap of $49.81 billion, a price-to-earnings ratio of 34.24 and a beta of 1.15. The stock’s 50-day moving average is $32.29 and its 200 day moving average is $31.88. Schwab U.S. Large-Cap Growth ETF has a one year low of $21.37 and a one year high of $33.74.

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.