Total Wealth Planning LLC Has $9.05 Million Position in Schwab U.S. Large-Cap Growth ETF $SCHG

Total Wealth Planning LLC trimmed its holdings in Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG) by 5.4% in the third quarter, HoldingsChannel.com reports. The institutional investor owned 283,590 shares of the company’s stock after selling 16,269 shares during the period. Schwab U.S. Large-Cap Growth ETF comprises 1.0% of Total Wealth Planning LLC’s holdings, making the stock its 20th biggest position. Total Wealth Planning LLC’s holdings in Schwab U.S. Large-Cap Growth ETF were worth $9,049,000 as of its most recent SEC filing.

A number of other institutional investors have also made changes to their positions in the business. Mid American Wealth Advisory Group Inc. acquired a new stake in Schwab U.S. Large-Cap Growth ETF during the 2nd quarter valued at $26,000. Atlantic Union Bankshares Corp acquired a new position in shares of Schwab U.S. Large-Cap Growth ETF in the second quarter valued at $29,000. Key Financial Inc raised its position in shares of Schwab U.S. Large-Cap Growth ETF by 148.6% in the second quarter. Key Financial Inc now owns 1,233 shares of the company’s stock valued at $36,000 after purchasing an additional 737 shares during the period. Creekmur Asset Management LLC lifted its stake in shares of Schwab U.S. Large-Cap Growth ETF by 200.3% during the 2nd quarter. Creekmur Asset Management LLC now owns 1,811 shares of the company’s stock worth $53,000 after buying an additional 1,208 shares during the last quarter. Finally, Mogy Joel R Investment Counsel Inc. acquired a new stake in shares of Schwab U.S. Large-Cap Growth ETF during the 2nd quarter worth about $55,000.

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

Shares of SCHG stock opened at $33.09 on Friday. Schwab U.S. Large-Cap Growth ETF has a 52 week low of $21.37 and a 52 week high of $33.74. The company has a market capitalization of $53.77 billion, a price-to-earnings ratio of 34.24 and a beta of 1.15. The company has a 50-day simple moving average of $32.64 and a 200 day simple moving average of $31.16.

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.