Schwab U.S. Large-Cap Growth ETF $SCHG is Compound Planning Inc.’s 7th Largest Position

Compound Planning Inc. trimmed its stake in Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG) by 3.5% during the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 2,024,864 shares of the company’s stock after selling 72,953 shares during the period. Schwab U.S. Large-Cap Growth ETF makes up 1.8% of Compound Planning Inc.’s investment portfolio, making the stock its 7th largest holding. Compound Planning Inc.’s holdings in Schwab U.S. Large-Cap Growth ETF were worth $58,984,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other hedge funds have also recently modified their holdings of the stock. Advisortrust Partners LLC purchased a new stake in Schwab U.S. Large-Cap Growth ETF in the first quarter valued at $25,000. Garton & Associates Financial Advisors LLC acquired a new stake in shares of Schwab U.S. Large-Cap Growth ETF during the fourth quarter worth about $27,000. Center for Financial Planning Inc. acquired a new stake in shares of Schwab U.S. Large-Cap Growth ETF during the first quarter worth about $28,000. Cary Street Partners Investment Advisory LLC lifted its holdings in shares of Schwab U.S. Large-Cap Growth ETF by 1,922.6% in the 4th quarter. Cary Street Partners Investment Advisory LLC now owns 1,072 shares of the company’s stock valued at $35,000 after purchasing an additional 1,019 shares during the last quarter. Finally, MBM Wealth Consultants LLC purchased a new stake in shares of Schwab U.S. Large-Cap Growth ETF in the 1st quarter valued at about $48,000.

Schwab U.S. Large-Cap Growth ETF Stock Down 1.9%

Shares of NYSEARCA SCHG opened at $33.40 on Friday. The business has a 50-day moving average price of $34.09 and a 200 day moving average price of $32.36. The stock has a market cap of $58.42 billion, a PE ratio of 34.24 and a beta of 1.19. Schwab U.S. Large-Cap Growth ETF has a 52-week low of $27.96 and a 52-week 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.