2,497 Shares in Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG) Purchased by Compass Planning Associates Inc

Compass Planning Associates Inc purchased a new stake in Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG) in the fourth quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm purchased 2,497 shares of the company’s stock, valued at approximately $70,000.

Other institutional investors have also recently made changes to their positions in the company. Cassaday & Co Wealth Management LLC grew its stake in shares of Schwab U.S. Large-Cap Growth ETF by 301.8% in the fourth quarter. Cassaday & Co Wealth Management LLC now owns 116,407 shares of the company’s stock valued at $3,244,000 after buying an additional 87,437 shares in the last quarter. Compass Capital Corp MA ADV acquired a new stake in Schwab U.S. Large-Cap Growth ETF in the fourth quarter valued at $1,044,000. Fairway Financial LLC bought a new position in shares of Schwab U.S. Large-Cap Growth ETF in the 4th quarter valued at about $9,544,000. JMG Financial Group Ltd. increased its stake in shares of Schwab U.S. Large-Cap Growth ETF by 317.4% during the 4th quarter. JMG Financial Group Ltd. now owns 272,259 shares of the company’s stock worth $7,588,000 after purchasing an additional 207,028 shares during the last quarter. Finally, Schaeffer Financial LLC raised its holdings in shares of Schwab U.S. Large-Cap Growth ETF by 300.0% in the 4th quarter. Schaeffer Financial LLC now owns 471,728 shares of the company’s stock valued at $13,147,000 after purchasing an additional 353,793 shares during the period.

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

Schwab U.S. Large-Cap Growth ETF stock opened at $28.73 on Friday. The stock has a 50-day simple moving average of $28.45 and a 200 day simple moving average of $26.98. The stock has a market capitalization of $8.40 billion, a P/E ratio of 39.82 and a beta of 1.25. Schwab U.S. Large-Cap Growth ETF has a 52 week low of $21.68 and a 52 week high of $29.14.

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.