Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG) Shares Sold by Total Wealth Planning LLC

Total Wealth Planning LLC lowered its position in Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG) by 7.8% during the fourth quarter, HoldingsChannel.com reports. The institutional investor owned 98,096 shares of the company’s stock after selling 8,283 shares during the quarter. Schwab U.S. Large-Cap Growth ETF makes up 1.5% of Total Wealth Planning LLC’s investment portfolio, making the stock its 18th biggest position. Total Wealth Planning LLC’s holdings in Schwab U.S. Large-Cap Growth ETF were worth $8,138,000 at the end of the most recent quarter.

A number of other institutional investors have also recently added to or reduced their stakes in the company. McCarthy Asset Management Inc. lifted its holdings in Schwab U.S. Large-Cap Growth ETF by 21.1% in the 4th quarter. McCarthy Asset Management Inc. now owns 81,542 shares of the company’s stock worth $6,765,000 after buying an additional 14,224 shares in the last quarter. Valmark Advisers Inc. raised its stake in shares of Schwab U.S. Large-Cap Growth ETF by 30.9% in the 4th quarter. Valmark Advisers Inc. now owns 4,094 shares of the company’s stock valued at $340,000 after purchasing an additional 967 shares in the last quarter. Kovack Advisors Inc. raised its stake in shares of Schwab U.S. Large-Cap Growth ETF by 69.8% in the 4th quarter. Kovack Advisors Inc. now owns 90,434 shares of the company’s stock valued at $7,502,000 after purchasing an additional 37,189 shares in the last quarter. New England Private Wealth Advisors LLC raised its stake in shares of Schwab U.S. Large-Cap Growth ETF by 34.2% in the 4th quarter. New England Private Wealth Advisors LLC now owns 21,013 shares of the company’s stock valued at $1,743,000 after purchasing an additional 5,360 shares in the last quarter. Finally, Callan Capital LLC raised its stake in shares of Schwab U.S. Large-Cap Growth ETF by 27.6% in the 4th quarter. Callan Capital LLC now owns 4,868 shares of the company’s stock valued at $404,000 after purchasing an additional 1,053 shares in the last quarter.

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

Shares of Schwab U.S. Large-Cap Growth ETF stock traded up $1.73 during trading on Friday, reaching $90.58. The company had a trading volume of 1,385,973 shares, compared to its average volume of 1,484,274. The company has a market cap of $26.34 billion, a price-to-earnings ratio of 41.12 and a beta of 1.25. The firm’s fifty day moving average is $91.15 and its 200-day moving average is $84.48. Schwab U.S. Large-Cap Growth ETF has a fifty-two week low of $64.60 and a fifty-two week high of $93.84.

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.